NVIDIA (NVDA.US) stages a "Back to the Future"-style comeback: 70% growth guidance shocks Wall Street, analysts rush to raise their targets, and bullish sentiment surges in the options market.

智通财经2026/08/27 13:21

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Golden Ten Data APP reports that amid the continued surge in demand for artificial intelligence (AI) computing power, NVIDIA (NVDA.US) has announced its latest quarterly results, once again demonstrating its unshakable dominance in the AI chip sector with numbers far surpassing market expectations. What shocked Wall Street even more is that the company’s full-year revenue guidance for fiscal 2028 is nearly $200 billion higher than market consensus, directly driving its share price up by nearly 7% in pre-market trading and prompting several analysts to raise their target prices.

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On Tuesday, following Federal Reserve Governor Waller’s call to consider a 50 basis point rate hike at the December meeting, this year’s FOMC rotating voting member Lorie Logan reiterated a hawkish stance, stating, "Given the current economic outlook, I believe at least two more rate hikes of 25 basis points each are needed. The pace of rate hikes this winter may be faster than what we have seen so far this autumn." On Tuesday, the two-year US Treasury yield jumped 19 basis points in a single day, reaching 4.74%.

华尔街见闻•2026/11/10 19:52