【英伟达同盟股】NVDS财报为何利好反而洗盘？IONQ大涨10%后，CRWV与甲骨文同盟正迎来100%补涨！

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投资不是赌博

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而是一场有准备的出击

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我是富哥家人们

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呃

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今天呢我们的呃整个呃大盘啊就是是一个调整

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一个微幅的调整啊

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昨天的大涨啊

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今天的这个微调整个走势还很健康啊

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呃今天重要的消息就是我们的这个英伟达了啊

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英伟达的财报啊是超预期的利好啊

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大家可以看啊

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好到什么程度啊

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我会给你们大白话讲一讲啊

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首先啊他的营收啊肯定是创纪录了啊

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一季度最新的啊816亿美元

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同比增长85%

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比上个季度还高85%

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更恐怖的是它的一个毛利率的啊

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毛利率达到了75%

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就是说他卖100呃美元的芯片啊

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他就能赚这个75美元的利润啊

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是很恐怖的啊

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而且会有一个800亿美元的回购啊

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诶那利好反而调走什么原因啊

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这就是英伟达这个尿性了

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所以呢我们的这个基本也是啊

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前两个这个季报也是出力好以后冲高回落

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这样调整

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但是家人们英伟达的财报啊

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那可以说是奠定了它的一个长期的上涨的

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一个基础啊

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大家不用担心啊

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英伟达好好疑问

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他还是会有机会啊

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继续冲高企稳以后呃

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福哥今天就主要讲的是

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你看呃英伟达相关的啊

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因为英伟达他作为一个巨头啊

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他可以说有很很多的啊上下游相关的啊

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围绕这个英伟达的一个产业链啊

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这相关的个那福哥昨天给他点了两支

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还记得吗

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LONQ是吧

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你看今天直接涨了将额十个点了

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IOQ做什么

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大家还记得吗

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那符合盘前给他讲了

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主要就是做量子计算的

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它其实就是比现在的我们的这个算力

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但速度还要快个百倍千倍啊

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甚至万倍

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所以现在呢IONQ正在跟英伟达啊合作

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这个做这个量子芯片

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家人们如果量子芯片做成

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那真的是那不得了了啊

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那就真的是距离我们的人工智能的

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可以说是一个突飞猛进啊

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那就是大跨步了啊

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所以呢我们IOQO

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今天呢是于这个英伟达的这个财报啊

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超预期以后呢

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今天也是可以说是大涨啊

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LNQN也没有结束啊

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站稳六零

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接下来他要奔这个八零去了

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还有个科威啊

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KY也是啊

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弗格也是啊

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提醒大家啊

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他也是啊

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英伟达的亲儿子胡歌经常讲

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coin又是低位

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又是英伟达的亲儿子

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KY能够率先用到英伟达的

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他的顶尖最顶尖的芯片

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那KY也是英伟达的

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可以说是脸合作啊

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这个盟友了啊

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因为英伟达投入了40亿美金给KY啊

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有他一部分的股权

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所以呢我们的这个今天英伟达这么炸裂的财报

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所以呢也是啊

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KY也是啊

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呃顺势起来呢

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福哥的跌到的判断啊没有错

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那么还有哪些个股呢还在低位的啊

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跟英伟达相关的呢

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我觉得是甲骨文了啊

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他也是英伟达的算力啊

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算力的一个很重要的一一个盟友啊

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大家知道星际之门计划当中有几个重要的啊

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就是说美国又要搞这个AI信息智能嘛

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第二个OpenAI大家都知道啊

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还有的呢啊这个我们的这个远银是吧啊

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第四个大家记得吗

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当时四个大佬在这个特朗普后面啊

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其中一个就是这个拉里申啊

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就是甲骨文的这个这个创始人英伟大

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所以他也其实跟甲骨文

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他其实是这个一个同盟关系来的啊

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可以说我们如果是谷歌是一个派的话

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那这个甲骨文和这个英伟达

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还有这个OpenAI

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它就是一个pad

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虽然我们的这个今天英伟达那么加烈的财报

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那毫无疑问

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那接下来呢我们一甲骨文

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我相信呢呃也会有机会啊

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技术面上它又是在一个这个低位啊

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W底你看一下啊

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正式启示的过程啊

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也是最近你看大盘在回调

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它都没怎么调整

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这是明显在蓄势待涨

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很快啊

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我就预感就是福哥前面也给他讲过啊

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阿古很快会有一波行情

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所以家人们呢有没有甲骨文呢

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大家可以拿个一成仓啊

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你看一下180190都可以拿介入啊

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一成仓三个目标呢看到230230呃

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230企稳以后

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那机会就要冲击啊

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300好

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这个位置首先是无风险的啊

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位置啊就是很安全的位置

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首先第二点

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他这这个潜力巨大

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星际之门

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还有这个英伟达的同盟盟友啊

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那么我们的这个今天呢就给大家呃分享

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借着这个英伟达的财报啊

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给大家分享一下这几个票啊

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跟大家分享

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