英伟达美股盘后涨幅收窄至0.4%，该公司CEO黄仁勋与CFO正在讲话。 ...

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Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any investment decisions, highlighting that past performance does not guarantee future results [3][4]. Group 1 - The author has a background in finance and accounting, with a focus on investments and financial analysis, which supports their insights into market trends [1]. - The author has experience managing investment portfolios, including long/short and long-only strategies, indicating a practical understanding of market dynamics [1]. - The article does not disclose any current stock positions or plans to initiate positions in the near future, suggesting an unbiased perspective [2].

Core Insights - Nvidia's Q4 revenue for fiscal year 2026 reached $68.1 billion, with data center revenue at $62.3 billion, both exceeding market expectations [1] - The company provided an optimistic revenue forecast for Q1 of fiscal year 2027, projecting sales of approximately $78 billion, surpassing Wall Street's average expectation of $72.6 billion [1] - CEO Jensen Huang stated that customers are competing to invest in AI computing, which helps alleviate market concerns regarding an AI investment bubble [1] Financial Performance - Q4 revenue: $68.1 billion [1] - Data center revenue: $62.3 billion [1] - Q1 FY2027 sales forecast: approximately $78 billion [1] - Wall Street's average expectation for Q1 FY2027: $72.6 billion [1] Market Reaction - Nvidia's stock rose over 3% in after-hours trading following the report [1]

Let's bring in Invidia Bull Chris Roland. He's a senior semiconductor analyst at Sysuana Sescuana. He's got a $250 price target on the stock.Chris, great to have you with us. >> Hi, Melissa. >> What What's your take so far.>> Yeah, it was a monster guide. Uh we were really concerned about capping that guide on supply constraints, but they are managing very well. >> Are you concerned about the impact of memory costs.Memory costs not so much, memory availability perhaps, but they h they have probably the best ...

fund their lead tech analyst Beth Kindick and Beth so you know this article I'm referring to uh it's also the same article said that your talked about your precient call on Nvidia August 2021 and we're talking about like everyone hated it you took a lot of heat whenever it took a hit and in some ways even though maybe not that same level of doubt it feels like we're getting to sort of where people have lost any faith that this could be the company that it used to be what do you say to Yeah, I appreciate you ...

智通财经APP获悉，周三，三大指数收涨，比特币一度逼近7万美元关口。惠誉评级表示在10%的全面 关税取代依据《国际紧急经济权力法》征收的关税后，美国有效税率降至9.4%。 【美股】截至收盘，道指涨307.65点，涨幅为0.63%，报49482.15点；纳指涨288.40点，涨幅为1.26%， 报23152.08点；标普500指数涨56.06点，涨幅为0.81%，报6946.13点。英伟达(NVDA.US)涨1.4%，在公 布财报后盘后一度涨超3%，Circle(CRCL.US)涨35%，西部数据(WDC.US)涨7.5%。纳斯达克中国金龙 指数跌0.48%，小鹏汽车(XPEV.US)跌近3%。 【欧股】德国DAX30指数涨153.73点，涨幅0.61%，报25175.38点；英国富时100指数涨115.21点，涨幅 1.08%，报10795.80点；法国CAC40指数涨39.86点，涨幅0.47%，报8559.07点；欧洲斯托克50指数涨 56.76点，涨幅0.93%，报6173.36点；西班牙IBEX35指数涨255.81点，涨幅1.41%，报18445.31点；意大 利富时MIB指数涨488.78点，涨幅 ...

周三，三大指数收涨，比特币一度逼近7万美元关口。惠誉评级表示在10%的全面关税取代依据《国际 紧急经济权力法》征收的关税后，美国有效税率降至9.4%。 【宏观消息】 纽约联储：政府债券吸引力下降导致"自然利率"上升。纽约联储研究人员表示，全球一项关键利率正在 上升，其主要原因似乎是政府债券在安全性和流动性方面吸引力下降。所谓"自然利率"(即在经济处于 充分就业、通胀稳定状态下的短期利率，又称r-star)自2019年以来出现"统计学上的显著上升"，在美国 及其他发达经济体上升约1个百分点。投资者对政府债券作为安全资产的兴趣减弱可能占该利率上升幅 度的50%。尽管自然利率仅存在于理论之中，但其意义重大，因为它是央行决定市场利率的重要参考因 素，美联储主席鲍威尔曾在2018年杰克逊霍尔年会上将其比作水手导航所依赖的"北极星"。 美联储博斯蒂克：美联储独立性已受侵蚀。亚特兰大联储主席博斯蒂克周三表示，美联储与白宫之间的 裂痕已开始侵蚀公众对央行超然政治地位的信任。这是迄今高级货币政策官员就特朗普对美联储采取强 硬立场所带来后果发出的最直接警告之一。博斯蒂克在为其2月底从亚特兰大联储退休前撰写的告别文 章中表示，他在 ...

2月26日，英伟达四季度营收681亿美元，同比增长73%，市场预期为656.84亿美元，上年同期为393.31 亿美元；数据中心营收为623亿美元，市场预期为606.2亿美元，上年同期为355.8亿美元；四季度网络营 收109.8亿美元，分析师预期90.2亿美元；四季度游戏营收37亿美元，分析师预期40.1亿美元。英伟达预 计第一财季营收764.4亿-795.6亿美元，市场预估727.8亿美元。 ...

1 商务部定于2月26日15:00举行新闻发布会,: 绍近期商务领域重点工作有关情况 2美国2月21日当周首次申请失业救济人数公布 3 华为将于2月26日在西班牙马德里举办主题 为"Now is Your Run"的创新产品发布会 2026年2月26日 星期四 42月26日有4000亿元14天期逆回购到期 1 隔夜市场 欧洲三大股指收盘全线上涨，德国DAX指数涨0.76%报25175.94点，法国CAC40指数涨0.47%报8559.07点，英国富时100指数涨1.18%报10806.41点。 2 德国总理默茨抵京开启任内首次访华 德国总理默茨于25日至26日对中国进行正式访问。25日上午，默茨乘机抵达北京首都国际机场，开启他就任以来的首次访华行程。他也是农历马年中方接待 访华的首位外国领导人。（央视新闻） 3 商务部新闻发言人就美国贸易代表格里尔相关言论答记者问 2月25日，商务部新闻发言人就美国贸易代表格里尔针对中国履行中美第一阶段经贸协议情况301调查相关言论答记者问。去年以来，中美双方先后举行5轮 经贸磋商，取得一系列重要成果，就延长对等关税暂停期、农产品贸易、出口管制、减少投资限制等达成多项共识。在 ...