02/26/2025, 11:23 PM UTC
英伟达超越预期，股价上涨，数据中心表现强劲Bulls Can Breathe As Nvidia Beats
1. 英伟达第四季度业绩超出预期，每股收益为0.89美元，收入达到393.3亿美元，得益于数据中心强劲表现和Blackwell GPU需求。2. 尽管收入同比增长78.8%，但由于投资者预期过高且缺乏‘惊喜效应’，盘后交易波动。3. 英伟达预计2026财年第一季度收入为430亿美元，超出分析师预测，凸显了AI芯片的强劲需求和供应限制。1. Nvidia's Q4 results exceeded expectations with $0.89 EPS and $39.33B revenue, driven by strong data center performance and Blackwell GPU demand. 2. Despite 78.8% YoY revenue growth, after-hours trading was choppy due to high investor expectations and lack of 'positive shock value'. 3. Nvidia forecasts $43B revenue for Q1 fiscal 2026, exceeding analyst predictions, highlighting robust demand and supply constraints for AI chips.---
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