$NVDA · The Motley Fool · 2026-11-04
NVDA 并非看空情形，因为仍有大量 AI 业务可供分配，但其由 AI 驱动的最佳增长期可能已经过去，AMD 的业绩支持这一看法；约一个月后其财报将显示更多信息。
逐段跳播
所以，Nvidia 远不是唯一抓住这波意外之财的参与者。
So, Nvidia is far from the only player that's capturing this windfall.
我也确实认为，这对 Nvidia 来说是好消息吗？因为我觉得，我们其实早就知道了。我不认为这对 Nvidia 来说是一个纯粹的利空情形，因为我觉得仍然有大量业务可供分配。但我确实认为，Nvidia 因 AI 带来的最佳增长期可能已经过去了，而我认为 AMD 的业绩会表明这其中还有一些实质内容。
I do think too it is I mean is it great news for Nvidia? Because I think that I mean we already knew I I don't think it's a bare case for Nvidia because I think there's still plenty of business to go around.
But I do think the best Nvidia growth days due to AI might be behind us and I think that the AMD results would suggest that there's some meat on that though.
是的，看看 Nvidia 公布季度业绩时结果会是什么样，这会很有意思。他们的财历有点不寻常。所以，我想他们大概会在一个月左右之后公布业绩。
Yeah, it will be interesting to see what results look like not only from Nvidia uh when they report their quarter. they're on a little bit of a wonky uh calendar. So, they will report be reporting I think in about a month or so,
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