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取ma360-365区间作为这次上涨短期最高点，以太应该有机会插上2666-2680。
横盘越横越强的目前只有ETH和HYPE，追回点儿波段做多仓位

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原文：
$NVDA: "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook"

That statement alone is probably more important than the entire earnings beat just now?

Insane upward revision beat from +43.9% expected to 70%.

"With cloud industry backlog now greater than 2 trillion, CapEx by the top five hyperscalers is expected to reach nearly $800 Billion in 2026 and 1.3 Trillion in 2027"

$1.3 Trillion in 2027. (MS was around $1.2T June, so this is upward projection revisions)

Yeah the high-beta parts of the supply chain growth is going to like this.

翻译：
$NVDA：“我们预计2028财年收入将增长约70%。这是一种供应受限的展望”

仅这句话本身可能比刚才整个盈利超预期更重要？

从预期的+43.9%疯狂上调至70%。

“随着云行业积压订单已超过2万亿美元，前五大超大规模云服务商的资本支出预计在2026年接近8000亿美元，2027年将达1.3万亿美元”

2027年为1.3万亿美元。（微软6月约为1.2万亿美元，这是一项上调的预测）

是的，供应链中高贝塔部分的增长将会是这样的。

原文：
$NVDA: "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook"

wtf? Isn't that ~$110-130B of above prior consensus.

That statement alone is probably more important than the entire earnings beat just now?

"With cloud industry backlog now greater than 2 trillion, CapEx by the top five hyperscalers is expected to reach nearly $800 Billion in 2026 and 1.3 Trillion in 2027"

$1.3 Trillion in 2027. (MS was around $1.2T June, so this is upward projection revisions)

Yeah the high-beta parts of the supply chain growth is going to like this.

翻译：
$NVDA：“我们预计在2028财年收入将增长约70%。这是一种供应受限的前景。”

这什么情况？不是比之前共识高出约110-1300亿美元吗。

仅这句话可能比刚才整个盈利超预期更重要？

“随着云行业积压订单已超过2万亿美元，前五大超大规模云服务商的资本支出预计在2026年接近8000亿美元，2027年达到1.3万亿美元。”

2027年1.3万亿美元。（微软6月约为1.2万亿美元，所以这是上调的预测）

是的，供应链中高贝塔部分的增长会是这样。

这日线，应该是要继续捅新高了。
英伟达财报指引太超预期了，继续看涨风险市场。