英伟达业绩暴增驱散AI阴霾 华尔街吃下“定心丸”

Core Viewpoint - Nvidia reported record sales and strong guidance, alleviating recent market concerns about an AI bubble [1] Group 1: Financial Performance - Nvidia's sales for the October quarter reached a record high of $57 billion, a 62% increase year-over-year, surpassing analyst expectations [1] - The company raised its sales forecast for the upcoming quarter to $65 billion, exceeding the previous analyst estimate of $62.1 billion [1] - Nvidia's quarterly net profit reached $31.9 billion, a 65% year-over-year increase [3] - Revenue from the data center business hit a record $51.2 billion, exceeding the analyst forecast of $49 billion [3] Group 2: Market Sentiment and Investor Behavior - Recent weeks have seen a sell-off in large tech stocks due to concerns over aggressive investments in AI infrastructure [1] - A Bank of America survey indicated that 45% of global fund managers view the AI stock market bubble as a significant risk [2] - Notable investors, including SoftBank and Peter Thiel's hedge fund, have liquidated their Nvidia holdings, reflecting a bearish sentiment [2] Group 3: Industry Dynamics - Nvidia's CEO stated that the company has entered a "virtuous cycle" of AI, with AI permeating various sectors [1] - The emergence of "circular" financing structures in AI transactions has raised market caution, particularly regarding large capital investments by suppliers like Nvidia [2] - Despite a recent pullback in stock price due to bubble concerns, Nvidia's stock has still seen a year-to-date increase of approximately 30% [3]