03/10/2025, 12:00 AM UTC
英伟达：痛苦已足够Nvidia: Enough Pain Already
1. 英伟达公布了令人印象深刻的季度业绩，收入达到390亿美元，并预测FQ1'26将达到430亿美元，远超分析师预期。2. 尽管主要科技公司计划大量投资AI数据中心，但英伟达的股价仍低于苹果和博通等科技同行。3. 随着Blackwell芯片的量产，预计英伟达的毛利率将恢复正常水平约75%，这将显著影响每股收益，并加强看涨的投资论点。4. 尽管AI芯片增长强劲，收入预测稳健，但该股在27财年的预期市盈率仅为20倍，因此具有投资价值。1. Nvidia reported impressive quarterly results, with revenues reaching $39 billion and a forecast of $43 billion for FQ1'26, significantly beating analyst estimates. 2. Despite substantial AI data center spending by major tech companies, Nvidia's stock trades lower than tech peers like Apple and Broadcom. 3. Nvidia's gross margins are expected to normalize to around 75% with the Blackwell chip ramp-up, which will significantly impact EPS and reinforce the bullish investment thesis. 4. The stock is undervalued at 20x FY27 EPS targets despite strong AI chip growth and robust revenue forecasts.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
