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美股早咖啡

【11月20日美股早咖啡】英伟达财报狂飙,AI需求供不应求

20 Nov 2025

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📅 2025年11月20日欢迎收听【11月20日美股早咖啡】!今日美股最大亮点非英伟达莫属:财报狂飙,股价盘后一度暴涨近4.5%!营收利润远超预期,未来指引更是突破天际,毛利率高达75%左右,CEO黄仁勋直言AI芯片需求供不应求,2026年订单积压已达惊人的5000亿美元。这不仅引发芯片板块集体震动,AMD、美光、台积电股价均受提振。然而,市场对‘奇迹’的超高预期下,股价反应为何‘平淡’?客户高投入与回报率之谜、5000亿美元订单质量又藏着哪些玄机?立即收听,洞悉美股狂欢背后的深层逻辑!🎧 每日美股精华欢迎商务联系[email protected] ,加群:alteri播客内容文字版:请关注公众号richrichcode,暴富代码。

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