#英伟达财报周 Why is this Nvidia earnings report particularly important?

Because the AI market has entered a completely different phase.
In the past, the market was trading on the question: “Is AI demand really strong?” That question has basically been answered. Very strong.
Now the market is asking: “Can such strong demand support such expensive valuations?”
Reuters pointed out that investors will focus on Nvidia’s AI demand, profit margins, and future performance guidance.
So what really needs to be watched this time is not just EPS. It is three things: AI chip demand, gross margin, and future guidance.
If Nvidia merely “meets expectations,” the market may even be dissatisfied.
Because current valuations require it to: continually exceed expectations.