11/15/2024, 02:29 AM UTC
英伟达即将再次超越预期Nvidia Is About To Beat Estimates Again
1、我因AI加速器和即将推出的Blackwell超级芯片的强劲需求，对英伟达启动了强烈买入评级；2、英伟达2025财年第二季度业绩创下纪录，收入达到300.4亿美元，同比增长122%；3、富士康大规模的制造规模扩大和英伟达500亿美元的股票回购计划表明，对Blackwell芯片的长期需求持续强劲。1. I am initiating coverage on Nvidia with a Strong Buy rating due to robust demand for AI accelerators and the upcoming Blackwell Superchips; 2. Nvidia's Q2 FY2025 results shattered records with $30.04 billion in revenue, a 122% YoY growth; 3. Foxconn's massive manufacturing scale-up and Nvidia's $50 billion share repurchase program signal strong confidence in sustained long-term demand for Blackwell chips.
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