本文源自：金融界AI电报 据外媒分析报道，多年来，英伟达在推动股市创历史新高方面发挥了关键作用。但随着对人工智能的怀 疑情绪加剧，华尔街越来越担心这家芯片巨头下周的财报无论结果如何，都会压低股价。英伟达股价数 月来一直横盘震荡，对于一家不久前还曾是指数领涨者并实现三位数年涨幅的公司来说，这无疑是个大 倒退。投资者预计下周英伟达的财报表现将超出华尔街预期，并提高未来几个季度的预期。但这可能不 能提振股价。与此同时，如果英伟达业绩未能平息投资者对人工智能的紧张情绪，可能会对AI相关股 票及更广泛的市场带来更大波动。 ...

The stock is likely to make a big move.Nvidia (NVDA +0.94%) remains the most talked-about stock on the market, even though its performance has been underwhelming recently. It's roughly flat year to date, but it's likely to make a big move after it reports fiscal 2026 fourth quarter (ended Jan. 25) earnings on Wednesday, Feb. 25, although it's unclear in which direction.Here's what investors can expect, and what I'll be watching for in the results.Beating Wall Street's expectationsNvidia has a history of bea ...

来源：滚动播报 据外媒分析报道，多年来，英伟达在推动股市创历史新高方面发挥了关键作用。但随着对人工智能的怀 疑情绪加剧，华尔街越来越担心这家芯片巨头下周的财报无论结果如何，都会压低股价。英伟达股价数 月来一直横盘震荡，对于一家不久前还曾是指数领涨者并实现三位数年涨幅的公司来说，这无疑是个大 倒退。投资者预计下周英伟达的财报表现将超出华尔街预期，并提高未来几个季度的预期。但这可能不 能提振股价。与此同时，如果英伟达业绩未能平息投资者对人工智能的紧张情绪，可能会对AI相关股 票及更广泛的市场带来更大波动。 ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and opinions, as well as materials from third parties for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for any financial actions, including investments or purchases [1]. - The accuracy and reliability of the information are not guaranteed, and users are advised to consider their individual financial situations before relying on the content [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and CFDs, which carry a high risk of losing money [1]. - Users are encouraged to conduct their own research and fully understand the workings and risks of any financial instruments before investing [1].

Core Viewpoint - Michael Kramer, founder of Mott Capital, is a long-only investor focusing on macro themes and trends to identify investment opportunities and exit points in a long-term thematic growth strategy [1] Group 1: Investment Strategy - The investment strategy involves analyzing market technicals, fundamentals, and options to guide investment decisions [1] - Kramer leads the investing group "Reading the Markets," providing insights on trading drivers and market direction for both short and long-term perspectives [1] Group 2: Features of the Investing Group - The group offers daily written commentary and videos that analyze price action and macro trends, helping members make informed decisions based on market conditions [1] - Members have access to community dialogue through chat and regular Zoom sessions for discussing current ideas and answering questions [1] - The subscription price for access to this expertise is significantly lower than similar technical coaching services [1]

02月23日 - 03月01日当周重磅财经事件一览，以下均为北京时间： | 数据 | 09:00 | 中国 2月一年期贷款市场报价利率(LPR) | 3% | | --- | --- | --- | --- | | | 09:00 | 中国 2月五年期贷款市场报价利率(LPR) | 3.5% | | | 待定 | 报道：德国总理默茨将于2月24日至2月26日访华 | | | 事件 | 待定 | 特朗普新加征关税税率加码至15%, 2月24日生效 | | | | 待定 | 美国总统特朗普将发表国情咨文演讲 | | | 财报 | | 汇丰控股、家得宝 | | 最后，地缘政治暗流涌动。伊朗局势骤然紧张，特朗普透露正考虑对伊朗进行"有限军事打击"，美国国务卿也将于2月28日前往以色列讨论伊核问题，地 缘风险或将对油价产生显著影响。另一方面，德国新任总理默茨将于2月24日至26日访华，此行为中欧关系及全球经贸合作注入新的变量。此外，美国国 会就爱泼斯坦案对克林顿夫妇的问询、MSCI中国指数调整生效等事件也将引发关注。 | 数据 | 18:00 | 欧元区 1月核心调和CPI同比终值 | 2.2% | 2.2% | | ...

Welcome back to Opening Bell. Now, let's now discuss some of the choppiness we've seen in the overall markets. Joining me now is Ken Mahoney, CEO of Mahoney Asset Management.Ken, thanks so much for joining us on this Friday. Now, you described these markets as tired. Walk us through that that thinking.I do think that's so accurate right now, especially without really seeing any major catalyst propelling any upside here for the markets this week. >> I think we're tired too in these 247 news cycles. Keep up w ...

Core Viewpoint - Nvidia is expected to experience stronger-than-anticipated growth this year due to Meta Platforms' significant investment in AI infrastructure [1]. Group 1: Meta Platforms' Investment - Meta Platforms plans to increase its capital spending to a range of $115 billion to $135 billion by 2026, up from $72.2 billion last year [2]. - The increased capital investment will support Meta's Superintelligence Labs division and core business operations [3]. Group 2: Partnership with Nvidia - Meta and Nvidia have entered a "multiyear, multigenerational strategic partnership" to build AI infrastructure, deploying Nvidia's Grace CPUs, millions of Blackwell and Rubin GPUs, and Ethernet switches in its data centers [5]. - Meta will utilize Nvidia's Vera Rubin data center chips to enhance its personal superintelligence platform, which can significantly reduce AI inference costs and the number of GPUs needed for training [7]. Group 3: Growth Projections for Nvidia - Analysts forecast a 53% increase in Nvidia's revenue in fiscal 2027 to $327 billion, with earnings expected to jump by 65% this year to $7.75 per share [10]. - Nvidia's stock price could potentially rise to $247, suggesting a 32% gain, based on a projected earnings multiple of 32 times [10][11].

Investors turn to financial results from artificial intelligence bellwether Nvidia Corp in the coming week to steady a U.S. stock market ​that has been rocked by AI-related worries and is digesting a Supreme Court overturn of President Donald Trump's sweeping trade tariffs. Besides that overhang on markets and Nvidia's results, Wall Street will ‌focus on other tech-sector quarterly ⁠reports. These include ⁠key software companies that are under siege from concerns that AI will upend their businesses.Nvidia' ...

Core Insights - Nvidia is expected to see a stock price increase, potentially moving above $200, driven by upcoming earnings and strong market sentiment towards AI investments [1][4] - The projected trading range for Nvidia's stock by March 1, 2026, is between $212 and $225, with a most likely level around $218 to $220, indicating a potential gain of 15% to 20% from late-February levels [2][4] Financial Performance Expectations - Analysts anticipate Nvidia's fiscal fourth-quarter 2026 earnings report to show revenue growth exceeding 60%, with expectations of a significant earnings beat [4][10] - Revenue is projected to be approximately $65.5 billion to $65.6 billion, aligning with the company's guidance and reflecting a year-over-year growth of about 66% to 68% [10] - Adjusted earnings per share are expected to be around $1.52, representing a 71% increase from the previous year [10] AI Market Dynamics - Continued momentum in AI spending is expected, with Nvidia securing multi-year agreements to supply AI chips to major technology partners like Meta Platforms [5] - Industry projections indicate sustained global investment growth in AI, which supports demand for Nvidia's products [5] Market Sentiment and Stock Dynamics - The stock's short-term performance is likely to be influenced more by earnings reactions and investor sentiment rather than long-term price targets, which often exceed $250 over a 12-month horizon [9] - Recent technical pullbacks in Nvidia's share price suggest a potential consolidation phase before a breakout, indicating that gains may occur gradually [7] Future Guidance and Investor Focus - Investors will be closely monitoring fiscal Q1 2027 guidance, trends in AI spending, and updates on Nvidia's Blackwell and next-generation Rubin chips, as these factors are likely to influence broader technology market sentiment [11]