【老李玩钱】英伟达财报渡劫！依然长期看好

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大家好

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我是老李

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就在刚刚

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咱们万众瞩目的达哥公布了最新的财报业绩啊

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有惊无险

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成功渡劫

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本期视频呢咱们对英伟达的这份财报啊

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做一波解读

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谈一谈对英伟达这支股票后续我的一些看法

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以及呢会呃给大家一些操作上的建议

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那咱们废话不多说

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依照国际惯例

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还是先来跟大家量账户

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今天美股三大指数全部收绿

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我的账户呢上涨了2300多美金

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当前的账户总资产来到了27万5000多

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英伟达财报超预期

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AI热潮推动数据中心收入增长75%

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该季度

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英伟达的调整后每股收益为1.62美元

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高于预期的1.53美元

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总营收呢是681.3亿美元

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也是高于预期的662.1亿美元啊

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营收跟EPS是双击败

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英伟达

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本季度总营收同比增长了73%啊

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目前公司超过91%的销售额

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来自其数据中心业务

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该业务集中了其市场领先的人工智能芯片

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数据中心业务

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本季度的营收为623亿美元

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高于市场预期的零呃606.9亿美元

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英伟达表示

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预计2026财年第一季度

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营收将达到780亿美元

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上下浮动2%

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分析师此前预计为726亿美元

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英伟达还强调称

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其预测中未假设来自中国的数据中心收入

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英伟达的这份财报整体来看

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我觉得还是相当不错的

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如果让我给他打一个分的话

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我觉得可以打到这个95分啊

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这份财报呢啊从上到下啊

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主要的指标呢基本上都是击败了预期

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而且公司啊还啊发布了啊

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高于预期比较强劲的啊

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未来的这个业绩指引

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那我这期视频这个标题啊

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为什么取啊

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说这个英伟达财报啊啊成功渡劫

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为什么要用渡劫这个词呢

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啊因为英伟达这次每一次的财报啊

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基本上都是在渡劫

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那这次财报呢呃我觉得这个呃这次财报当中啊

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有三节

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那第一节呢就是大家可以发现啊

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每一次英伟达发财报之前

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这个市场对英伟达的预期啊期望都是非常的高

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但是达哥呢

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每一次基本上都没有让这个市场失望啊

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基本上每一次都能够击败预期

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在过往的这多少次财报

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好多次财报基本上都是能够啊击败预期的

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但是呢市场就这样

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有时候呢还是不满意啊

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在过去有几个季度

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英伟达经常是发份发出一份财报

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成绩很好啊

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我基本上都会跟大家做解读啊

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这个就是成绩都是我觉得都是不错的

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但是呢市场依然是不满意

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依然让这个呃发财报之后

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英伟达的股价啊下跌

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依然让它的股价暴雷

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那么今天这份财报发出之后呢

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截至目前来看啊

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英伟达的股价是在盘后是有所上涨的

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咱们之前啊已经习惯了英伟达发财报之后

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成绩很好

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但是呢股价依然下跌这种现象啊

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所以今天这份财报发出之后

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达哥的股价有所上涨

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我认为啊就是度过了这第一节

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那么第二节是什么呢

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咱们就得具体看看英伟达的这个股价啊

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英伟达呢

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他今天收盘的时候是收在了195

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然后呢他盘后现在的价格啊

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啊现在还在猛烈的波动啊

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大家看这个数字一直在变200啊

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对于英伟达来说

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这指标我没有划线啊

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200这个价格是英伟达比较啊

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这个在股价上比较重要的一个关口啊

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刚才呢这个英伟达盘后股价还在200之上

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但是现在一直在波动啊

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呃这个盘后的股价呢目前还比较的虚

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具体呢咱们得看明天开盘之后啊

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啊市场啊会有呃怎样的反应

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然后呢

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如果说英伟达这个这个股价能够站稳

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站在200这个关口以上的话

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那么呢英伟达就算是这次财报

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就算是成功度过了啊

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第二节

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那第三节呢

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咱们就得看看当前的这个大盘情况啊

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大盘指数啊

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这是标普500指数

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那么标普500呢

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在今天收盘的时候是收在了6946点啊

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然后标普500的前高就是7002点

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咱就算是一个整数啊

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7000点的一个前高

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标普500指数在最近这一两个月之内

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都是被前高的这个压力啊

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一直在压着

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就是没有啊

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这个呃突破前高创新高的这种没有这种欲望啊

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但是这个现在这个时间节点呢就比较的关键啊

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因为现在又来到6900多点

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又是接近啊前高啊

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即将要破新高的这样一个关键的位置

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那么达哥的这份财报就非常的关键了

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如果说明天啊市场的反应不错啊

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达哥的股价呢啊咱不说起飞

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就是说有所上涨

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而且比如说涨个3%啊

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4%甚至说5%的话

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那么带着这个咱们这个美股大盘呢

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标普500指数就会啊啊就就会再创新高啊

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所以说从整个美股大盘当前的位置来看呢

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这是达哥啊这次财报所谓的这个第三节

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咱们频道的老观众应该都知道啊

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这么长时间以来

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我对达哥这支股票的看法基本上就没怎么变过

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对它呢依然是啊长期看好的

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那么接下来呢我来说一说这里面的啊原因

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跟我的一些思考

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首先呢咱们从啊最近炒的非常热的这个呃

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这个叫呃就是华尔街沙啊

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AI软件板块的这个估值

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然后呢同时呢也在杀这个呃AI啊

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资本支出这方面

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就是前一阵子好多大科技巨头啊

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或者一些大科技公司一发财报

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或者说只要说啊要加大AI资本支出啊

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这个然后华尔街呢马上就会杀他们估值

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让那股价呢就啊啊跳水暴跌

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啧

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那这个事呢

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咱们这里面咱们得好好的去想一想啊

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因为呢啊华尔街的这个理由是啊

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你做这么大的AI资本支出啊

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影响到你公司的这个财务

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影响到了你公司的现金流

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比如说oracle就是很典型的

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oracle跟OpenAI签了一个3000亿的合同之后

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啊

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啊就要大举的啊这个呃增大AI的呃

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基础设施建设

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也就是AI的资本支出

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那么华尔街就就想啊

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说你这个资本支出啊这么大了之后

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你投入的钱这么多之后

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能不能收到相应的回报呢

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啊所以呢就在大力打压像oracle啊什么的这个啊

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微软也宣布呃加大AI资本支出

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亚马逊也宣布

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meta也宣布

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这些好多科技巨头都宣布要增加AI资本支出

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华尔街呢不太买单

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所以前一波就形成了这个呃

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杀AI科技股估值的这样一种现象

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那咱们想想这里面啊

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这些科技巨头

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大科技公司都说要增大AI的资本支出啊

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很多说是啊在2026年大力加大AI资本支出

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甚至好多科技公司说

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在未来几年的时间都要增加AI的资本支出

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那这个钱资本支出出呃

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支出出去了

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就是花出去了

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到底是谁收到了这个钱

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就是你这个我投资

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我去做这个AI资本支出的

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这个AI基础设施的建设

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我花钱了

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总得有人收钱吧

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大家想一想啊

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其实说白了什么叫做AI资本支出啊

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增大这个AI基础设施的建设

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说白了就是建机房啊

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就是建这个数据中心

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大规模的开始加大这个数数据中心

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AI基础设施的投入啊

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就是嗯那说白了就是搞机房啊

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我买芯片啊

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买这个硬盘存储啊

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其实这个钱花到哪了

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说白了就是花到你一个一个大头

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就是你要买芯片对吧

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你买芯片了

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你才能做这个AI资本支出额

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这个AI基础设施的建设

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另外一个呢就是存储

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因为我之前说过

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你算力跟上了存储这一块呢

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你也得跟上

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所以咱们这么一分析啊

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这个AI资本支出

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其实是非常利好这些半导体芯片板块的

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尤其是现在这种呃主要以这个AI芯片为主的

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像英伟达啊

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AMD啊啊这个啊博通啊

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卖铲子的这个公司就在上周

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meta和英伟达正式宣布大幅扩展双方的合作关系

219
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此举标志着双方从单纯的芯片采购

220
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转向多代全站式的协同设计合作伙伴关系

221
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meta正在进一步加码英伟达的生态系统

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以支持扎克伯格向所有用户

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提供个人超级智能的目标

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大规模GPU的采购

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meta已承诺采购数百万块英伟达的GPU

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00:09:05,000 --> 00:09:08,019
其中包括当前的black well b200架构

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以及即将推出的RUBINR210代

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00:09:11,580 --> 00:09:14,700
然后是grace与VACPU啊

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这是英伟达CPU业务中的一项重要举措

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meta将成为首家大规模部署grace CPU

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00:09:21,950 --> 00:09:24,009
作为独立处理器的公司

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同时meta还计划自2027年起整合其基润产品

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Va cpu

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还有网络与安全方面

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该交易包括英伟达的spectrum x以太网

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00:09:34,679 --> 00:09:36,860
网络架构以及机密计算工具

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00:09:36,860 --> 00:09:41,950
用于保障what's app和INSTAGRAM上由AI驱动的功能安全

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00:09:41,950 --> 00:09:43,629
英伟达今天收盘的时候

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00:09:43,629 --> 00:09:46,370
这股价是收在了195左右

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00:09:46,370 --> 00:09:50,929
现在这个盘后的股价呢啊涨幅有所缩窄啊

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00:09:50,929 --> 00:09:52,649
刚才看是在200左右

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00:09:52,649 --> 00:09:57,110
现在呢啊缩窄缩到了197块多

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00:09:57,110 --> 00:09:59,889
这两条线呢是我在几个月之前就已经

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00:09:59,889 --> 00:10:03,009
跟大家画好的这个英伟达的啊

245
00:10:03,009 --> 00:10:05,169
开仓买入以及加仓的啊

246
00:10:05,169 --> 00:10:06,799
价格点位的建议

247
00:10:06,799 --> 00:10:09,000
第一条线呢是在176啊

248
00:10:09,000 --> 00:10:11,139
是可以去开仓英伟达的啊

249
00:10:11,139 --> 00:10:12,200
这个价格

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00:10:12,200 --> 00:10:14,600
然后下面呢164啊

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00:10:14,600 --> 00:10:18,559
是啊进一步去加仓的一个价格点位啊

252
00:10:18,559 --> 00:10:20,440
当时给出这个价格之后啊

253
00:10:20,440 --> 00:10:22,320
英伟达是有两次

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00:10:22,320 --> 00:10:24,279
分别在这个位置和这个位置

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00:10:24,279 --> 00:10:26,909
都是价格是跌到了100啊

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00:10:26,909 --> 00:10:28,070
76以下

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00:10:28,070 --> 00:10:31,070
不知道咱朋友们在当时有没有抓住机会啊

258
00:10:31,070 --> 00:10:32,149
在这两个位置啊

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00:10:32,149 --> 00:10:35,289
对英伟达这支股票进行啊这个开仓买入

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00:10:35,289 --> 00:10:37,370
如果说一直啊还没有啊

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00:10:37,370 --> 00:10:38,929
开仓买入英伟达这支股票

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00:10:38,929 --> 00:10:41,918
但是呢啊又一直啊想上车

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00:10:41,918 --> 00:10:44,639
想对这只股票进行长期布局的话

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00:10:44,639 --> 00:10:45,759
如果谨慎一些

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那么还是参考我之前画的这两条线

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00:10:48,700 --> 00:10:52,919
176跟164这两个位置呢进行啊

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00:10:52,919 --> 00:10:55,289
开仓买入或者是加仓

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00:10:55,289 --> 00:10:57,490
那有些朋友现在我知道会说了

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说老李你给了这两条线

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英伟达之后还能不能啊

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00:11:01,470 --> 00:11:04,629
达到就是能不能回调啊

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00:11:04,629 --> 00:11:07,620
到这这个你给的这个开仓点位呢

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00:11:07,620 --> 00:11:08,960
这个我说不好啊

274
00:11:08,960 --> 00:11:11,929
可能说过一段时间又再次达到了啊

275
00:11:11,929 --> 00:11:14,549
这个呃我给的这个开仓点位以下

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00:11:14,549 --> 00:11:16,490
如果你真的没有耐心去等的话

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00:11:16,490 --> 00:11:19,059
那么现在英伟达200以下

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我刚啊我一开始跟大家说

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00:11:20,620 --> 00:11:23,799
200这个价格呢是英伟达的一个关键的一个

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价格上的一个关口

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00:11:25,318 --> 00:11:29,179
那么200以下呢可以去啊开仓啊

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00:11:29,179 --> 00:11:32,139
这个开仓呢只是说只能开一个小仓位

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00:11:32,139 --> 00:11:34,299
或者是观察仓之后呢

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00:11:34,299 --> 00:11:36,879
咱们再按照啊我之前给的这些点位呢

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再去啊逢低进一步的去加仓

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00:11:39,669 --> 00:11:43,769
然后慢慢的把这个仓位呢给啊建立起来

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如果是200以上

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200以上

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00:11:46,169 --> 00:11:47,029
这个英伟达呢

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我就不建议大家去啊追追着啊去买进了

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因为英伟达它当前的forward pe

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也就是前瞻市盈率啊

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是29.94

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00:11:56,500 --> 00:11:58,480
刚好是在30以下

295
00:11:58,480 --> 00:12:00,840
勉强还没有到30呃

296
00:12:00,840 --> 00:12:02,340
那么我对这些科技巨头

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00:12:02,340 --> 00:12:05,600
一个重要的这个前瞻市盈率的一个啊

298
00:12:05,600 --> 00:12:08,269
参考的一条线呢就是30

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00:12:08,269 --> 00:12:10,309
现在呢是29.94

300
00:12:10,309 --> 00:12:12,269
如果啊英伟达呃

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00:12:12,269 --> 00:12:14,970
它的股价达到200以上的话

302
00:12:14,970 --> 00:12:18,009
那么他这个前瞻市盈率呢是肯定是会啊

303
00:12:18,009 --> 00:12:19,450
突破30的

304
00:12:19,450 --> 00:12:21,210
就是会达到30以上

305
00:12:21,210 --> 00:12:22,549
所以200以上啊

306
00:12:22,549 --> 00:12:25,649
我就不建议大家去追着买进了

307
00:12:25,649 --> 00:12:28,649
具体咱们还是得以明天开盘之后啊

308
00:12:28,649 --> 00:12:31,159
股价的走势情况为准

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00:12:31,159 --> 00:12:32,320
今天这期视频呢

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00:12:32,320 --> 00:12:36,059
主要就是对咱们的达哥来做一波快速的更新

311
00:12:36,059 --> 00:12:37,779
那视频都看到这了

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00:12:37,779 --> 00:12:38,889
依照惯例

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00:12:38,889 --> 00:12:43,350
还是求各位粉丝一键三连点赞评论加转发

314
00:12:43,350 --> 00:12:46,808
另外呢求大家高抬贵手啊

315
00:12:46,808 --> 00:12:47,788
帮个小忙

316
00:12:47,788 --> 00:12:52,039
我视频下方有一条IB盈透证券的链接啊

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00:12:52,039 --> 00:12:54,100
希望大家能够点击一下啊

318
00:12:54,100 --> 00:12:56,620
只需要您简简单单的啊

319
00:12:56,620 --> 00:13:00,320
点击一下就是对老李莫大的支持呃

320
00:13:00,320 --> 00:13:02,399
如果想要开美股账户的朋友呢

321
00:13:02,399 --> 00:13:07,279
也可以通过这个链接啊去开通啊IB盈透证券啊

322
00:13:07,279 --> 00:13:09,419
如果啊开户的同时呢

323
00:13:09,419 --> 00:13:12,279
还想领取一些啊超值奖励的话

324
00:13:12,279 --> 00:13:15,899
那么可以通过视频下方我的专属邀请链接开户

325
00:13:15,899 --> 00:13:20,639
木木现在开户可以享受非常超值的新春福利啊

326
00:13:20,639 --> 00:13:21,700
大家走过路过

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00:13:21,700 --> 00:13:23,200
千万不要错过

328
00:13:23,200 --> 00:13:23,940
那妥了

329
00:13:23,940 --> 00:13:26,100
咱今天的视频就唠到这儿

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00:13:26,100 --> 00:13:27,399
感谢大家的收看

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00:13:27,399 --> 00:13:29,580
让我们下期再见

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