02/28/2025, 08:20 AM UTC
英伟达第四季度财报回顾：在AI推理上亏损Nvidia Q4 Earnings Review: Losing On AI Inference
1. 英伟达超出EPS和收入预期，但推理GPU的利润压缩和高TCO仍然是重大担忧；2. 尽管第四季度业绩令人印象深刻，但英伟达的毛利率仍低于预期；3. 与行业平均水平相比，英伟达的估值仍然很高，利润率下降可能导致市盈率倍数压缩，存在下行风险。1. Nvidia beat EPS and revenue estimates, but margin compression and high TCO for inference GPUs remain significant concerns; 2. Despite impressive Q4 results, Nvidia's gross margins fell below expectations; 3. Nvidia's valuation remains high compared to sector medians, and shrinking margins could lead to P/E multiple compression, presenting downside risks.---
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