财报后股价暴跌8%，英伟达财报季需要关注 3 个关键要点

Group 1 - Core viewpoint: Nvidia is expected to dominate the market in the coming years, driven by its leadership in AI hardware and the increasing demand for its products [1][6][10] Group 2 - Key Point 1: Despite concerns about the $6 million AI spending being exaggerated, large-scale enterprises are projected to invest billions in AI, with companies like META, Microsoft, Google, and Amazon significantly increasing their capital expenditures related to AI and data centers by 2025 [2][4] Group 3 - Key Point 2: Nvidia's data center revenue continues to show strong double-digit growth, accounting for approximately 90% of the company's total revenue, despite a slowdown in growth rates [3][5] Group 4 - Key Point 3: Nvidia's Blackwell architecture has exceeded expectations, generating $11 billion in revenue in the fourth quarter of FY2025, indicating strong demand and positioning the company for continued growth in the AI market [6][7][8]