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见缝插针针针见血
#英伟达冲击千亿美元季度营收纪录 英伟达Q3营收预计1088—1090亿美元，首破千亿，同比增超90%。但毛利率从75%降至74%，Q4指引71%—72%，连续下滑。增长引擎从训练芯片转向推理芯片，HBM涨价、Blackwell爬坡成本挤压利润。供给端受晶圆、HBM、电力制约，管理层称2028财年前供给仍是主要瓶颈。远期PE已跌破10倍，市场分歧不在本季业绩，而在AI循环融资可持续性与两年后的增长可见度。千亿是面子，毛利率斜率和供给时间表才是里子。
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