黄仁勋：市场未充分认识到英伟达的优秀

Core Viewpoint - The article discusses the recent volatility in the stock market, particularly focusing on Nvidia's disappointing stock performance despite a strong earnings report, highlighting the challenges faced by the company in meeting market expectations [3][5]. Group 1: Nvidia's Market Performance - Nvidia's stock initially rose nearly 5% after its earnings report but ultimately closed down 3.15%, indicating a significant market reaction [5]. - The CEO of Nvidia, Jensen Huang, expressed frustration during an all-hands meeting, stating that the market's expectations for Nvidia are excessively high, creating a "no-win" situation for the company [5][8]. - Huang emphasized the immense pressure on Nvidia, suggesting that even a slightly disappointing earnings report could lead to catastrophic consequences for the market perception of AI [7][8]. Group 2: Impact on the AI Industry - Huang commented on the perception of an "AI bubble," indicating that a poor performance would serve as evidence of such a bubble, while a strong performance would be seen as fueling it [7]. - The article notes that Nvidia's significant influence on the global market makes it increasingly difficult to meet external expectations, which adds to the pressure on the company [8]. - The recent market fluctuations resulted in Nvidia losing $500 billion in market value within a week, a historical occurrence that underscores the company's substantial market presence [9].