Leveraged ETF 討論區 (40)

same, 師兄幾多股

睇完FOMC Minutes，好似無咩特別，大部分都係講吓factual嘢
https://www.federalreserve.gov/monetarypolicy/fomcminutes20220504.htm

大戶表示︰無bad news = good news, 升得

然後聽日轉口風話加息加唔夠狠
市場擔心通漲失控 個市就再跌返

くるみ日文14出左

殺晒call put

買tqqq最緊要一個字
信念呀

雖然盤後跌6.6%，不過今日大升咗5.08%先，所以其實唔太差。

唔係好識睇業績，不過我都嘗試吓
YoY嚟講Revenue升46%，gross margin升1.4%
不過operating expenses升咗113%，所以累到net income跌15%

點解operating exepenses咁高？因為Arm嘅Acquisition termination cost係 13.5 億美元，依筆數已經佔咗operating expenses嘅38%。唔計依筆數嘅話operating expenses只係升32%。

Total Revenue $8,288 million
Data centre revenue $3,750 million (45.25%), YoY升83%，QoQ都升15%
Gaming revenue $3,620 million (43.68%), YoY升31%，QoQ都升6%
Professional Visualization revenue $622 million (7.50%), YoY升67%，QoQ跌3%
Automotive and Robotics $138 million (1.67%), YoY跌10%，QoQ升10%
即係主要業務增長仍然好強勁，Data center同gaming無得事，同埋遊戲顯卡短缺問題已經開始得到改善 (因為挖礦需求下降?)

喺年底仲會回購$15,000 million，2022 Q1已經用咗$2,100 million喺股息或者回購。不過Nvidia都話會減少開支同請少啲人為宏觀經濟環境變差做準備。

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2023

https://www.cnbc.com/2022/05/25/nvidia-nvda-earnings-q1-2023.html

Nvidia長線真係唔驚

Risk free