高盛：英伟达强劲财报难阻股价下跌 利好兑现压力显现

Group 1 - Goldman Sachs noted that despite Nvidia's (NVDA.O) revenue increasing by 73% year-over-year and providing an optimistic outlook for its AI business, the stock still fell by 4.5%, impacting the semiconductor sector and the S&P 500 index [1] - Analysts indicated that this decline reflects a "sell the news" sentiment, profit-taking, and concerns regarding the sustainability of capital expenditures on AI by large-scale cloud service providers [1] - AI spending is expected to grow by 62% in 2026, which is a decrease from the 73% growth anticipated in 2025, although supply-demand imbalances and strong balance sheets may still drive expectations higher [1] Group 2 - Current demand for data centers and memory bottlenecks are providing support for Nvidia, with market focus shifting towards 2027 when capital expenditures may peak [1]