The earnings report worth watching most this week isn’t Nvidia’s—it’s Applied Materials’ on 11/12.
The reason is simple. The market is worried that this semiconductor selloff is driven by fears that if Democrats take office, data center construction will slow and chipmakers won’t dare expand production. To answer that question, Nvidia’s numbers tell us “how well it sold last quarter,” while $AMAT ’s orders tell us “whether chipmakers still dare spend money to build capacity.”
One looks at the past; the other looks to the future.
#半导体 #美股财报 #Applied Materials
The reason is simple. The market is worried that this semiconductor selloff is driven by fears that if Democrats take office, data center construction will slow and chipmakers won’t dare expand production. To answer that question, Nvidia’s numbers tell us “how well it sold last quarter,” while $AMAT ’s orders tell us “whether chipmakers still dare spend money to build capacity.”
One looks at the past; the other looks to the future.
#半导体 #美股财报 #Applied Materials