[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio2cb05faf":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio2cb05faf","英伟达今天为什么大跌？","\u002Fdoc\u002Fdcio2cb05faf","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">尽管英伟达财报超预期，但英伟达的股价开盘后却大跌，原因是显示投资者未被最新指引打动，暗示市场对\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">经济过热的担忧仍将困扰英伟达。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">还有分析称，运营费用延续高增长、且从一季度起将股权激励\u003C\u002Fspan>(SBC)\u003Cspan style=\"font-family: DengXian;\">计入非\u003C\u002Fspan>GAAP\u003Cspan style=\"font-family: DengXian;\">指标，短期可能改变投资者对“利润增速”的观感。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">根据美股大数据观察，尽管英伟达财报超预期，但英伟达的股价开盘后却大跌，原因是显示投资者未被最新指引打动，暗示市场对\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">经济过热的担忧仍将困扰英伟达。还有分析称，运营费用延续高增长、且从一季度起将股权激励\u003C\u002Fspan>(SBC)\u003Cspan style=\"font-family: DengXian;\">计入非\u003C\u002Fspan>GAAP\u003Cspan style=\"font-family: DengXian;\">指标，短期可能改变投资者对“利润增速”的观感。英伟达带动了整个\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">硬件板块的大回调，相关\u003C\u002Fspan> MU LITE GLW CRDO \u003Cspan style=\"font-family: DengXian;\">等这类最近大涨的股，相反，资金涌入了前期严重跌的软件板块，\u003C\u002Fspan>TEAM \u003Cspan style=\"font-family: DengXian;\">大涨\u003C\u002Fspan>11%\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>LAW +11% TDOC 12% FRSH 8%\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">英伟达财报喜忧参半，市场涨势暂缓\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">据彭博数据，英伟达预计第一季度营收将在\u003C\u002Fspan>764\u003Cspan style=\"font-family: DengXian;\">亿美元至\u003C\u002Fspan>796\u003Cspan style=\"font-family: DengXian;\">亿美元之间，超过了\u003C\u002Fspan>728\u003Cspan style=\"font-family: DengXian;\">亿美元的分析师平均预期。然而，这一数字未能满足部分期望接近\u003C\u002Fspan>800\u003Cspan style=\"font-family: DengXian;\">亿美元的乐观预测。此外，该公司暗示了对过热的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">经济的担忧。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">财报公布后，英伟达股价在盘后交易中一度抹去大部分涨幅，最终微涨\u003C\u002Fspan>0.2%\u003Cspan style=\"font-family: DengXian;\">。与此同时，以科技股为主的纳斯达克\u003C\u002Fspan>100\u003Cspan style=\"font-family: DengXian;\">指数期货下跌\u003C\u002Fspan>0.3%\u003Cspan style=\"font-family: DengXian;\">，欧洲股指期货开盘亦提示微跌。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Pepperstone Group\u003Cspan style=\"font-family: DengXian;\">研究策略师\u003C\u002Fspan>Dilin Wu\u003Cspan style=\"font-family: DengXian;\">指出，交易员对英伟达的预期已被充分定价，进一步上涨的空间有限。她表示，尽管公司强调了\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">计算需求的强劲增长和暂时具有韧性的利润率，但未完全消除专属芯片对市场份额的潜在威胁。\u003C\u002Fspan>Vantage Global Prime\u003Cspan style=\"font-family: DengXian;\">高级市场分析师\u003C\u002Fspan>Hebe Chen\u003Cspan style=\"font-family: DengXian;\">亦称，盘后的波动表明市场要求业绩“再度加速”，而不仅仅是确认现状。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">宏观博弈与企业动态\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">在企业端，据彭博报道，英伟达表示已获得向中国客户发运少量较不先进的\u003C\u002Fspan>H200\u003Cspan style=\"font-family: DengXian;\">芯片的许可，这标志着其在重返全球最大半导体市场方面迈出了一小步。相比之下，\u003C\u002Fspan>Salesforce\u003Cspan style=\"font-family: DengXian;\">给出了平淡的销售指引，加剧了市场对软件类股在\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">时代竞争力的担忧。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">$NVDA $AMD $SPY $QQQ $GOOG $GOOGL $AMZN $AAPL $META $MSFT $TSLA\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNVDA\u002FNVDA.jpg","2026-02-26T15:50:13","2026.02.26","2026\u002F02\u002F26",59702,[22],"NVDA","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]