# 英伟达

The investment logic of Chinese and American companies has completely diverged.
If you look at the top companies by market value in China and the US together, you'll find a very harsh reality:
They are no longer on the same growth trajectory.
🇨🇳 China: Scale-driven, stock-based, cash flow logic
Leading Chinese companies still mainly focus on:
Banks
Energy
Telecommunications
Traditional finance and infrastructure
The only common feature is:
Massive revenue, but very low growth.
Except for China Mobile, which can still maintain around 7% growth,
the rest are growing at less than 3%, with some

NVIDIA Q2 FY2026 Report: Quarterly Revenue Exceeds Expectations, but Outlook Raises Market Concerns
This morning, Nvidia released its second quarter financial report for the fiscal year 2026, with revenue reaching $46.7 billion, a year-on-year increase of 56%, exceeding the market expectation of $46 billion.
Despite the impressive performance this quarter, the company’s revenue outlook for the third fiscal quarter is only around $54 billion, fluctuating by 2% up or down, slightly higher than the expected $53.46 billion, which has raised concerns among investors about the slowing growth rate of

Continue to shorting Nvidia at 1.25x, the premium is still too high, falling 10% is not his end position, there is no stop falling signal
#英伟达 NVDA #NVDIA

Recommended zone recently: AI zone
Reasons for recommendation: Nvidia's market capitalization exceeds that of Apple and Microsoft; Favourable Information
#英伟达 AI#