Pike时政财经分析(@BigbirdflyChan):incredibly, we are seeing demand acceleration even at our scale. Customers forecasts point to our growth doubling next year, however, as I mentioned earlier, we expect to grow approximately 70% as we are supply constrained." 受制于供应链的限制，我们28财年营收只能增长70%，否则就是100%

2026.08.27 00:43

incredibly, we are seeing demand acceleration even at our scale. Customers forecasts point to our growth doubling next year, however, as I mentioned earlier, we expect to grow approximately 70% as we are supply constrained." 受制于供应链的限制，我们28财年营收只能增长70%，否则就是100%

Pike时政财经分析@BigbirdflyChan

2026.08.26 22:24

【NVDA财报】We expect to grow revenue by approximately 70% in fiscal 2028！！英伟达管理层认为FY 28的收入预计可以同比增长70%yoy，远高于高于华尔街的预期45%，半导体反转二阶段开始，就剩下Jackson hole的会议二次确认了。明天将是半导体空头投降的一天😃

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