08/29/2024, 06:00 AM UTC
英伟达的指引令人失望Nvidia's Guidance Is A Disappointment
1、英伟达报告了强劲的第二季度财报，但增长放缓导致盘后交易下跌5%。2、数据中心业务推动了显著的收入增长，但英伟达对该部门的过度依赖带来了风险。3、毛利率环比下降，新的500亿美元回购授权不太可能显著影响英伟达的股份数量。1. Nvidia reported strong Q2 earnings but experienced a growth slowdown, leading to a 5% drop in after-hours trading. 2. The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks. 3. Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.
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