It can be considered as a clear understanding this time.
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$NVIDIA (NVDA.US)$
The most important Earnings Reports this week will be Apple, Microsoft, Amazon, Meta, and Amazon's 24th fiscal quarter has come to a close, mostly experiencing sideways trading or significant declines. Only Meta has shown strong momentum, benefiting from Wall Street investment banks' upward adjustment of consensus expectations. The update will be done after all reports are released, primarily due to the complex impact of the market selling off deepseek on NVIDIA. Combining information from various sources, here is a brief summary that I believe will be beneficial for this year's investments:
Apple, Microsoft, and Meta are essentially maintaining their AI infrastructure capital expenditure for the 25th fiscal year, with Google increasing its capital expenditure budget. Amazon did not specifically mention it, but in this quarter, with the slower growth in cloud computing for itself, Microsoft, and Google not meeting the expectations of selling analysts, the old track is no longer sustainable. Therefore, the new track of competition in AI infrastructure construction powered by computing power continues unchanged despite the disruption caused by deepseek. NVIDIA's high-end chips for the 25th fiscal year are still selling well, and NVIDIA will still be the main focus at the end of this month. The key points of concern are whether the full-year outlook for the 25th fiscal year will be revised downwards and whether the forward guidance for the 26th fiscal year will be adjusted.
Apple, Microsoft, Meta, and Amazon almost unanimously agree that despite the expanded capital expenditures in the 25th fiscal year, they will be reduced in the 26th fiscal year, shifting their procurement and R&D focus from AI computing chips to custom chips. The market consensus views this as Bearish for NVIDIA, so it is crucial whether NVIDIA's Earnings Reports at the end of this month will mention the transition to custom chip architecture.
特朗普...