Thị trường bắt đầu phản ánh đúng kỳ vọng, đây mới là thời điểm nguy hiểm nhất

Analysts say the market's focus has shifted to whether Nvidia can continue to outperform expectations and provide better guidance. Despite strong earnings, investor reactions are muted, with attention turning to whether future growth is sustainable. Data center demand is core to the tech industry, and Nvidia is seen as a barometer of spending; if growth continues, whether other companies benefit becomes a focus, which will also drive supply chains, energy, and capital expenditures, bringing inflationary pressures. The AI cycle is steady, but the market is pricing in a "perfect" scenario, and the future trajectory is more important than current data.