美股及科網股長線投資網誌

2025年3月22日星期六

NVDA 預期收入持續上升

News:

Nvidia CEO Predicts AI Spending Will Increase 300%+ in 3 Years

https://io-fund.com/semiconductors/data-center/nvidia-ceo-predicts-ai-spending-will-increase-300-percent-in-3-years

收入提升 -> 純利提升 -> 股份回購 -> 股價持續上升

除了蘋果及微軟之外的一間很好的公司, 不過近日50天線穿左200天線, 沒有這個「勢」就可能分注入就心理壓力無咁大。

2025年3月12日星期三

NVDA net profit margin

https://x.com/charliebilello/status/1898425451753644251

2025年2月1日星期六

APPLE SERVICES 收入一年大約超過一千億美元, gross profit ~74%

https://www.statista.com/chart/33869/apple-gross-profit-margin/

//Profitability margins for services, which includes the likes of Apple Music, the App Store, Apple Care and iCloud as well as licensing, are higher, hitting 74 percent in 2024, according to company documents. This was up 10 percentage points in five years. //