#英伟达 Before the release of NVDA's financial report, the proportion of bets in the US stock options market is still very high. The current expected fluctuation value will be around 10%, representing a market value fluctuation of 300 billion US dollars.

This is just the market value fluctuation of Nvidia itself. As the leader of AI and the barometer of the technology economy, it will drive the fluctuation of the entire technology sector to be very large.

Several data that focus on after the release of Nvidia's financial report:

Revenue, data center revenue, adjusted gross profit margin, R&D expenses, adjusted operating income and adjusted earnings per share.

Analysts currently predict that the second quarter revenue will be about 29 billion, doubling from the same period last year. At the same time, it is expected that future sales expectations will rise again. This is the expectation given by analysts, and it will also guide market traders' expectations for Nvidia. What Nvidia's financial report faces this period is whether the data meets expectations.

However, the biggest problem currently troubling future sales expectations is the delay and design defects of Blackwell technology. At present, these problems may lead to Nvidia's sales in the second half of this year.

Before that, Nvidia's management also said that the main sales volume is expected to explode around 2025, not 2024, which may seriously affect the sales volume expectations for the second half of this year, and the sales expectations for the second half of the year will also affect the market's re-evaluation of Nvidia's current stock price.

The market's current hope for sales volume comes from the H200 engineering chip. Some people believe that the strong demand for H200 will bring better sales to Nvidia.

At present, Wall Street's expectations for Nvidia are still optimistic:

According to Bloomberg data, there are currently 66 buy ratings, 8 hold ratings, and 0 sell ratings. Its price forecast for the next 12 months is $145, which means there is still a 14% increase above. The expected price-to-earnings ratio is 21 times.

The above is the latest market data evaluation of Nvidia, and the rest of us is waiting for the results! #BTC☀