05/29/2025, 09:00 PM UTC
英伟达：贪婪时刻已至Nvidia: Time To Get Greedy
1、英伟达2026财年第一季度业绩表现强劲，数据中心销售额同比增长69%，游戏和AI PC领域增长势头显著；2、尽管面临美国出口限制导致的利润率压力和45亿美元库存减值，公司仍保持高盈利能力；3、人工智能基础设施支出预计将激增，为英伟达提供长期增长动力，当前24倍2026年盈利的估值和上调的盈利预期支撑其“强力买入”评级。1. Nvidia's Q1 2026 earnings demonstrated robust growth, particularly in data centers with 69% YoY sales increase; 2. Despite margin pressures from U.S. export restrictions and a $4.5B inventory impairment, the company maintained strong profitability; 3. Surging AI infrastructure investments are expected to drive multi-year growth, supported by Nvidia's attractive valuation at 24x 2026 profits and a Strong Buy rating.---
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