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Yuvi.
$NVDA 财报前，算力增长该用哪个约束检验？
英伟达已安排11月17日的财报电话会。芯片供给扩大以后，客户机房的供电、散热与上线节奏也会决定系统收入。若出货增长伴随客户投产加快，需求兑现更稳。若项目排程后移，即使采购意愿强，近期收入也可能低于预期。
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