Recently, everyone should be more or less concerned about the financial reports of the US stocks they hold positions in. On May 20th, it was Nvidia (early morning of May 21st Beijing time), So far, it's my 70th day of holding A brief summary of current market expectations: 1. Revenue is expected to be around 78 billion US dollars (with strong annual growth rate and high market consensus) 2. Estimated earnings per share of approximately $1.70 (ongoing growth) 3. The core is still an AI server, and the Blackwell platform is accelerating mass production Nowadays, everyone's appetite has been nurtured. If the guidance is not particularly eye-catching, the stock price may still fluctuate. Currently, most analysts still have a buy rating, with a median target price above 260-270 (hopefully, that's great) If the war and conflict continue, is it negative for AI stocks? 1. The rise in oil prices has led to an increase in electricity costs, resulting in a corresponding increase in operating expenses 2. Small disruptions in the supply chain lead everyone to invest in safe haven assets 3. Past experience: Energy stocks are good, technology stocks fall But I think the long-term impact is actually limited. AI is the future, and the spending of all large cloud operators will not stop due to short-term wars. I have also read that some analysts say this may accelerate the application of AI and national defense. In short, although AI stocks are everything for the future, they will also be affected by short-term fluctuations. Personally, I believe they are suitable for those who have a long-term outlook I am still a small novice in the US stock market, and I have only learned two things: choosing the right target and being friends with time Bitget panoramic exchange makes trading US stocks very convenient Nancy's personal views on the US stock market are not investment advice