Nvidia(US:NVDA) Sou Hu Cai Jing·2026-02-27 03:47Group 1 - Nvidia's earnings report exceeded expectations in terms of revenue and profit, yet the stock fell by 5%, marking its worst single-day performance since April of last year, which negatively impacted the entire semiconductor sector [1] - The market reaction indicates that current stock performance is less about actual earnings and more about exceeding "expected expectations," with Nvidia being viewed as the top player in the AI space [4] - Other companies in the semiconductor sector, such as Broadcom, Lam Research, and AMD, also experienced significant declines, with drops exceeding 5% for Broadcom and Lam Research, and a 3.4% drop for AMD [4] Group 2 - Salesforce, despite providing disappointing revenue guidance for fiscal year 2027, saw its stock rise by 4%, illustrating a market trend where stocks that have fallen significantly are perceived positively, while those that have risen sharply are viewed negatively [4] - The current market sentiment suggests a dichotomy where stocks that are perceived as having hit rock bottom are treated as favorable, while high-flying stocks like Nvidia are under pressure [4]