付鹏谈英伟达财报：市场已对财务数据冷淡，后续应关注黄仁勋讲话提振效应的持续时间

【付鹏谈英伟达财报：市场已对财务数据冷淡，后续应关注黄仁勋讲话提振效应的持续时间】8月27日消息，新火集团首席经济学家付鹏发表文章指出，英伟达最新财报虽连续 15 季超预期，但市场对财务数据本身反应冷淡。股价和期权波动率等指标显示，市场投资者目前「更关心未来：也就是未来股指中枢的自由现金流能否顺利兑付，AI 增长的势能还能维持多久。这些问题其实比单季度的财报表现权重更高，所以哪怕本次业绩再超出华尔街预期几个点，也改变不了估值的分母端。」付鹏认为，黄仁勋在电话会议的发言中明确提出「AI 的拐点已经到来」，本质上就是安抚市场，旨在强化市场对 AI 产业链闭环成型的信心并缓解过度投资担忧。接下来投资者应该观察，「市场需要多久才能消化这一轮信心提振，消化黄教主给市场带来的预期拔高，这股情绪又会在多久后消退。如果情绪消退得很快，就说明当前市场典型的心态是「不见兔子不撒鹰」，厂商一次次给市场强化信心、打气带来的影响，其实正在逐步减弱，这一点我们完全可以从每次电话会议后，市场波动能够维持的时长观察出来。」()
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