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Bitcoin was rising yesterday, breaking through to near the 7 mark, and sure enough, Nvidia's earnings report this morning provided further support for the risk market. It seems some investors anticipated Nvidia's better-than-expected earnings yesterday, hence the initial rise in AI technology stocks.
Nvidia's Q4 revenue reached $68.1 billion, far exceeding the expected $65.91 billion. Both data center revenue and total revenue exceeded expectations; gross margin continued to improve as production of the new Blackwell architecture chips ramped up, indicating that Nvidia's products and pricing remain competitive.
Moreover, excluding some revenue from the East China market, the guidance for this quarter is even stronger, further reinforcing the narrative of resilient AI computing power demand. It rose nearly 200 points in after-hours trading.
Although the median Q1 revenue guidance was 4% higher than the most optimistic buy-side forecast, approaching $78 billion, representing a year-on-year increase of nearly 77%, and excluding East China data center computing revenue... During the conference call, Huang (Nvidia CEO) stated that computing demand was surging and agent applications were soaring, exceeding the previously set $500 billion chip revenue target.
However, the stock price gave back some gains before and after the conference call and has now turned negative, possibly indicating that investors were not swayed by the latest guidance. There are still concerns about the market overheating the AI economy.
Perhaps the earnings expectations have already been priced in by the market, but we should have something to look forward to when the US stock market opens tonight, after all, the CEO's earnings were better than expected, which should improve sentiment in the US stock market and BTC. Nothing unexpected happened.
If tech stocks surge tonight, it could also boost the market. $BTC Wow, the US stock market is more resilient because of earnings reports and cash flow.
For the US stock market, the on-chain US stock platform @MSX_CN allows direct participation in Nvidia token trading http:/msx.com/?code=x8VP18, enabling higher-efficiency circulation of high-quality assets.
Let's see how the US stock market opens tonight.
This article is sponsored by @MSX_CN

麦通MSX
@MSX_CN
02-25
🔥 $NVDA.M 今天盘后要发财报啦!
市场现在都在猜:
· 收入要冲 656 亿(涨 67%)
· 每股赚 1.5 刀(涨 70%)
最想看的三个瓜:
· 新芯片 Blackwell 卖得咋样
· 下季度能赚多少(市场猜 717 亿)
· 75% 的毛利率能不能保住
你来猜猜,这次财报能把 AI 泡沫论打脸不?

I wanted to drive it yesterday.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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