Leveraged ETF 討論區 (40)

Outliers

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FX戰士くるみ 2022-05-25 23:44:46
b_3_d 2022-05-25 23:49:03
FX戰士くるみ 2022-05-25 23:58:39
FX戰士くるみ 2022-05-26 00:03:26
b_3_d 2022-05-26 00:17:22
FX戰士くるみ 2022-05-26 00:28:27
南風微醺 2022-05-26 00:41:29
津路茶 2022-05-26 01:48:40
FX戰士くるみ 2022-05-26 02:14:29
西口西面鄭伊健ex 2022-05-26 02:26:48
same, 師兄幾多股
Outliers 2022-05-26 02:30:13
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
伯爵茶奶凍 2022-05-26 03:04:14
大戶表示︰無bad news = good news, 升得
伯爵茶奶凍 2022-05-26 03:05:23
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
FX戰士くるみ 2022-05-26 03:22:01
くるみ日文14出左
伯爵茶奶凍 2022-05-26 03:22:24
殺晒call put
牧場沙律 2022-05-26 05:33:27
買tqqq最緊要一個字
信念呀
Outliers 2022-05-26 07:07:54
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
Outliers 2022-05-26 07:21:18
Nvidia長線真係唔驚
荃蒼tqqq 2022-05-26 07:54:48
Risk free
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