引爆点！决战在今夜.....

Core Viewpoint - The upcoming earnings report from Nvidia is expected to have a significant impact on the market, as it will serve as a test for the AI investment boom and whether it has created a bubble [3][5]. Market Overview - The market showed mixed results with a slight increase in indices, but individual stocks experienced a decline, with a ratio of 1 rising stock for every 4 declining stocks [3]. - Trading volume decreased by 200 billion, totaling 1.7 trillion [3]. - Gold saw the highest increase, indicating a clear trend towards risk aversion [3]. Sector Highlights - The shipbuilding sector is performing well, while the seafood sector, particularly stocks like Zhuangzi Island, surged due to the suspension of Japanese seafood imports [3]. - The majority of stocks, approximately 4,000, are experiencing declines, indicating a lack of positive momentum in the market [3]. Nvidia's Earnings Expectations - Market expectations for Nvidia's revenue are between 55.2 billion to 56 billion, with a growth rate exceeding 56%, particularly focusing on data center revenue expected to reach 48 billion [7]. - Nvidia's earnings report is anticipated to influence approximately 10 trillion in global assets, highlighting its extensive impact on the market [5]. Investment Sentiment - Investors are actively speculating on Nvidia's earnings, with significant trading activity observed in related stocks [9]. - There is a prevailing sentiment that Nvidia will meet expectations, but a divergence in opinions is expected post-report [9][11]. - Historical performance indicates that Nvidia's earnings reports typically result in volatility around 8%, which could lead to substantial market fluctuations [5]. Broader Implications for AI Sector - The AI sector continues to attract significant investment, with companies like OpenAI and Nvidia leading the charge [5]. - The recent surge in related industries, such as energy storage and semiconductor manufacturing, is largely driven by AI demand [5]. - Despite concerns about a potential bubble, the AI trend is viewed as a major technological revolution, with a more stable trajectory compared to the internet boom of the early 2000s [11].