Nvidia(US:NVDA) Proactiveinvestors NA·2025-02-27 13:06分组1 - Nvidia reported a 78% revenue surge to $39 billion for its fourth-quarter earnings, driven by strong demand for its new Blackwell AI chips, which generated $11 billion in sales [5] - The company forecasts $42 billion in revenue for the next quarter, indicating continued growth momentum [5] - Despite the revenue increase, there are concerns about rising production costs for the Blackwell chips, which may pressure profit margins and long-term profitability [6] 分组2 - Market reaction to Nvidia's earnings has been relatively muted, with a pre-market gain of 2.5% being half the average move seen in the stock after earnings reports over the past two years [6] - Nvidia's stock is down 3% year-to-date, suggesting potential issues affecting its performance compared to previous trends [7] - The shift of investment from Western to Eastern markets, particularly in tech, is impacting US stocks and may limit Nvidia's stock price upside despite strong earnings [8]