[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8da8a8fc":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8da8a8fc","英伟达最新财报：营收创新高，数据中心强劲，双双超预期","\u002Fdoc\u002Fdcio8da8a8fc","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">英伟达\u003C\u002Fspan>( NVDA )2026\u003Cspan style=\"font-family: DengXian;\">财年\u003C\u002Fspan>Q4\u003Cspan style=\"font-family: DengXian;\">营收（\u003C\u002Fspan>681\u003Cspan style=\"font-family: DengXian;\">亿美元）和数据中心营收（\u003C\u002Fspan>623\u003Cspan style=\"font-family: DengXian;\">亿美元）均超出市场预期，并且再次给出乐观的季度营收预测，表明大规模的人工智能计算建设仍步入正轨。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">该公司在声明中表示，\u003C\u002Fspan>2027\u003Cspan style=\"font-family: DengXian;\">财年第一季度的销售额将达到约\u003C\u002Fspan>780\u003Cspan style=\"font-family: DengXian;\">亿美元，华尔街的平均预期为\u003C\u002Fspan>726\u003Cspan style=\"font-family: DengXian;\">亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">首席执行官黄仁勋在声明中表示：“我们的客户正在竞相投资人工智能计算——推动人工智能工业革命及其未来增长的工厂。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">这一前景预测有助于缓解市场对人工智能投资泡沫的担忧。黄仁勋曾多次淡化有关人工智能硬件支出增长不可持续的疑虑。他认为，用能够实现生产力飞跃的机器取代世界上已安装的旧计算机需要数年时间。但一些投资者已经厌倦了这种乐观情绪，并抛售了英伟达等股票。周三的报告提供了一些证据，表明近期的担忧可能被夸大了。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">英伟达的股价是今年表现最差的\u003C\u002Fspan>10\u003Cspan style=\"font-family: DengXian;\">只芯片制造商股票之一，财报发布后，英伟达在美股盘后涨超\u003C\u002Fspan>3%\u003Cspan style=\"font-family: DengXian;\">。期权市场预计英伟达在财报公布后的第二天将向任一方向波动约\u003C\u002Fspan>5%\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">具体而言，截至\u003C\u002Fspan>1\u003Cspan style=\"font-family: DengXian;\">月\u003C\u002Fspan>25\u003Cspan style=\"font-family: DengXian;\">日的第四财季，英伟达收入增长\u003C\u002Fspan>73%\u003Cspan style=\"font-family: DengXian;\">，达到\u003C\u002Fspan>681\u003Cspan style=\"font-family: DengXian;\">亿美元。扣除某些项目后，每股利润为\u003C\u002Fspan>1.62\u003Cspan style=\"font-family: DengXian;\">美元。分析师此前预测销售额为\u003C\u002Fspan>659\u003Cspan style=\"font-family: DengXian;\">亿美元，每股收益为\u003C\u002Fspan>1.53\u003Cspan style=\"font-family: DengXian;\">美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">调整后毛利率（扣除生产成本后剩余收入的百分比）为\u003C\u002Fspan>75.2%\u003Cspan style=\"font-family: DengXian;\">。这也超出了预期。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">科技行业笼罩着一层阴云：存储芯片短缺。与许多电子行业一样，英伟达的产品依赖于这些组件的稳定供应，这些组件为从智能手机到超级计算机的各种产品提供短期存储。供应限制导致内存价格飙升，并使今年的设备出货变得更加困难。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">总部位于加利福尼亚州圣克拉拉的英伟达在报告中表示，该公司有足够的供应。该公司表示：“我们已战略性地确保库存和产能，以满足未来几个季度的需求。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">英伟达的数据中心部门负责其业界领先的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">加速器和网络产品，该部门本季度收入为\u003C\u002Fspan>623\u003Cspan style=\"font-family: DengXian;\">亿美元。相比之下，分析师平均估计为\u003C\u002Fspan>604\u003Cspan style=\"font-family: DengXian;\">亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">其他领域则没有那么强大。提供图形芯片的游戏业务曾经为英伟达带来了大部分收入，销售额达\u003C\u002Fspan>37.3\u003Cspan style=\"font-family: DengXian;\">亿美元，平均预估为\u003C\u002Fspan>40.1\u003Cspan style=\"font-family: DengXian;\">亿美元。汽车相关销售额为\u003C\u002Fspan>6.04\u003Cspan style=\"font-family: DengXian;\">亿美元，华尔街预测为\u003C\u002Fspan>6.43\u003Cspan style=\"font-family: DengXian;\">亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">“计算需求呈指数级增长，”黄仁勋表示。\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">“智能人工智能的拐点已经到来。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">每过一个季度，英伟达（其市值近\u003C\u002Fspan>5\u003Cspan style=\"font-family: DengXian;\">万亿美元，是全球最大的上市公司）所面临的超越华尔街预期的压力都会越来越大。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">“对于英伟达来说，仅仅产生良好的季度业绩已经不够了。他们必须产生完美的季度业绩，”科技研究和咨询公司\u003C\u002Fspan>Futurum Group\u003Cspan style=\"font-family: DengXian;\">首席执行官\u003C\u002Fspan>Daniel Newman\u003Cspan style=\"font-family: DengXian;\">表示。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">英伟达芯片的最大买家包括\u003C\u002Fspan>ChatGPT\u003Cspan style=\"font-family: DengXian;\">制造商\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">、甲骨文、微软、\u003C\u002Fspan>Meta Platforms\u003Cspan style=\"font-family: DengXian;\">、谷歌母公司\u003C\u002Fspan>Alphabet\u003Cspan style=\"font-family: DengXian;\">和亚马逊。近几个月来，投资者越来越担心\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">的融资能力以及来自其他芯片设计商（包括谷歌和定制芯片制造商）日益激烈的竞争。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Zacks Investment Management\u003Cspan style=\"font-family: DengXian;\">首席市场策略师\u003C\u002Fspan>Brian Mulberry\u003Cspan style=\"font-family: DengXian;\">表示，如果\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">等重要客户获得融资变得更加困难，或者专注于定制\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">芯片的竞争对手获得市场份额，那么英伟达将面临潜在的阻力。\u003C\u002Fspan>Zacks Investment Management\u003Cspan style=\"font-family: DengXian;\">在多个基金中持有价值约\u003C\u002Fspan>3\u003Cspan style=\"font-family: DengXian;\">亿美元的英伟达股票。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">但即使需求发生变化，他预计短期内对英伟达利润率的影响也很小，因为该公司为多个计算类别开发了一流的产品。\u003C\u002Fspan> Mulberry\u003Cspan style=\"font-family: DengXian;\">表示：“归根结底，无论你站在哪一边，它们仍然是人工智能市场上最受欢迎的硬件。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNVDA\u002FNVDA.jpg","2026-02-25T22:35:08","2026.02.25","2026\u002F02\u002F25",37139,[22],"NVDA","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]