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#马年开工第一帖
Tomorrow's earnings report is not only Nvidia's business; it is a vote of confidence for the entire US stock market and even the global AI computing power chain. The market's current pricing already reflects "perfect performance." Any small flaw in the Blackwell chip supply chain could trigger a chain reaction. The current implied volatility in options suggests that the market is betting on a breakout in one direction rather than sideways movement.