如果你是英伟达的股东...做好准备！

霍比特小灰 • February 26, 2026

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👉抢先看，更多内容：https://www.youtube.com/channel/UCq_uARg8CRY2YeV2loQ7O_A/join 英伟达FY2026 Q4财报刚刚发布：营收681亿美元，同比+73% 数据中心营收623亿，+75% Q1指引最高796亿（增速约79%），直接打穿华尔街最乐观预期！但股价却从+3.5%一路回落至+0.5%……为什么？Deepwater资产管理合伙人、华尔街最懂AI的分析师杰恩·芒斯特（Gene Munster）第一时间深度解读 00:00 英伟达财报会议刚结束，芒斯特第一时间解读 00:11:10 财报数字亮眼却股价回落：从+3.5%到+0.5% 00:12:22 市场焦点已转向2027年，芒斯特预测50%+增速 00:13:11 基本面五大关键细节（第1点：客户结构） 00:18:48 AI趋势信号：我们才打到第二局！ 00:20:51 芒斯特坦诚的四大隐忧 #英伟达 #NVIDIA #NVDA #财报 #杰恩芒斯特 #GeneMunster #黄仁勋 #AI ⚠️免责声明：本视频内容仅为信息分享与市场分析，不构成任何投资建议。所有观点均来自公开信息，投资有风险，入市需谨慎。

如果你是英伟达的股东...做好准备！

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彼得蒂尔预言了一切，看完后我无法平静...（Peter Thiel）

乔丹·彼得森评川普，看完我彻底沉默了...（Jordan Peterson）

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