2. blackwell production issue- Jense 用了Ramp up这个keyword，好！
3. Jensen 解释了Deepseek这种distillation 对compute的影响-Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,” said Huang in a statement.
FA:
1. Q1 2026 FY的Guidance 比sencus高
2. blackwell production issue- Jense 用了Ramp up这个keyword，好！
3. Jensen 解释了Deepseek这种distillation 对compute的影响-Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,” said Huang in a statement.
这是正面解释，好。
4.gaming industry带来的revenue下降，这个意外，同时看市场反应不差，那么我要看是什么原因。若未来提高gaming，就更好了。
现在盘后股价下的-1%，通常若不好，都是-5%。
TA:
今天跳涨，出现底分型了，但量不大，所以明天不会大涨，但会温和上涨。
明天应该是小MM买进了，我预测上涨4%.
不过还没有前几天的140高
希望可以
https://www.sec.gov/Archives/edgar/data/1045810/000104581025000021/q4fy25pr.htm