AI依旧主导全球的资金流动状态，SpaceXAI板块收益带动股票上涨，英伟达提出新的AI工厂架构，降低对水的需求。美国经济已和AI牢牢绑定......(Historical earnings: For fiscal 2027 Q2 (period ended 2026-07-26), NVIDIA reported basic EPS of 4.87, diluted EPS of 4.85, net income of USD 118.010 billion, and revenue of USD 177.837 billion. Consensus expectations: For fiscal 2027 Q3 (event date 2026-11-17), consensus expects EPS of 2.48 and revenue of USD 111.339 billion.)