中文翻译
$NVDA：“我们预计2028财年营收将增长约70%。这是一个受供应限制的展望。” 仅这一句话的重要性可能就超过了刚刚发布的整个业绩超预期？ 疯狂的向上修正：从预期的+43.9%上调至70%。 “随着云行业积压订单现已超过2万亿美元，前五大超大规模云服务商的资本支出预计将在2026年达到近8000亿美元，2027年达到1.3万亿美元。” 2027年达1.3万亿美元。（微软此前6月约为1.2万亿，因此这是上调预测） 是的，供应链中高贝塔部分的增长将会非常喜欢这一点。
· 个股论点
NVDA指引受供应限制，云厂商CapEx上调利好高贝塔供应链。
涉及标的： $NVDA
相关概念： AI 资本支出
英文原文
$NVDA: "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook" That statement alone is probably more important than the entire earnings beat just now? Insane upward revision beat from +43.9% expected to 70%. "With cloud industry backlog now greater than 2 trillion, CapEx by the top five hyperscalers is expected to reach nearly $800 Billion in 2026 and 1.3 Trillion in 2027" $1.3 Trillion in 2027. (MS was around $1.2T June, so this is upward projection revisions) Yeah the high-beta parts of the supply chain growth is going to like this.