Post
林剑行
$NBIS 财报会超预期吗？我看好 Yes
预测盘口 Yes 70¢，市场整体偏多，我也看好。理由：
1️⃣ 最近两个季度营收都高于预期，Q2 实际约 5.82 亿美元，预期约 5.77 亿，Q1 超出约 6.6%
2️⃣ EPS 也屡次大幅好于预期，Q2 亏损 0.12 美元，预期是亏 0.82，Q1 亏 0.33，预期亏 0.73
3️⃣ AI 算力需求仍然大于供给，Q2 调整后 EBITDA 利润率已升到 41%，增长和利润率两头都在往好的方向走
⚠️ 风险也要看清：
· Q3'25、Q4'25 营收都低于预期，幅度约 5%，不是每次都超
· Q3 营收预期约 9.2 亿美元，对比 Q2 的 5.8 亿，门槛不低
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,398.3+0.00%
ETH/USDTEthereum
$2,042.36+0.01%
SOL/USDTSolana
$82.71+0.01%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet