英伟达-第四季度前瞻：投资者聚焦 2027 年营收确定性、竞争格局与中国市场，预计季度表现强劲

5 February 2026 | 5:02AM EST Equity Research Nvidia Corp. (NVDA): 4Q Preview: Expect a strong quarter as investor focus turns to 2027 revenue visibility, competition, and China Key stock takeaways: We expect investors to focus on (1) directional commentary on visibility into 2027; (2) non-traditional customer demand trends; (3) competitive dynamics; (3) China business trends. We expect a beat-and-raise quarter given positive industry supply and demand datapoints, but we believe the bar for outperformance is ...