AI“总舵主”英伟达Q3业绩出炉，盘后股价竟下挫？

港股解码2024-11-21

当地时间11月20日，美股市场重量级风向标、全球AI总龙头英伟达（NVDA.US）披露了2025财年第三财季（截至10月27日止三个月）财报，这也是公司纳入道指之后的首份财报，资本市场对此翘首以盼。具体来看，英伟达Q3营收为350.8亿美元，同比大增约94%，超出此前分析师预期的331亿美元。业务方面，英伟达Q3数据中心业务营收为307.7亿美元，同比大增112%，超出市场预期，这部分业务贡献了...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2485343686?lang=zh_CN&edition=full","thumbnail":"https://inews.gtimg.com/om_ls/OZ9Tx6aLolpRotsBIch8OEL0_sVH5JpSZJsfiUYcZeGmoAA_294195/0","is_english":false,"pubTime":"2024-11-21 13:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2485343686","market":"us","top_or_hot":-1,"title":"AI“总舵主”英伟达Q3业绩出炉，盘后股价竟下挫？","media":"港股解码","content":"<div>\n<p>当地时间11月20日，美股市场重量级风向标、全球AI总龙头英伟达（NVDA.US）披露了2025财年第三财季（截至10月27日止三个月）财报，这也是公司纳入道指之后的首份财报，资本市场对此翘首以盼。具体来看，英伟达Q3营收为350.8亿美元，同比大增约94%，超出此前分析师预期的331亿美元。业务方面，英伟达Q3数据中心业务营收为307.7亿美元，同比大增112%，超出市场预期，这部分业务贡献了...</p>\n\n<a href=\"https://new.qq.com/rain/a/20241121A04ODU00\">网页链接</a>\n\n</div>\n","source":"tencent_tech","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI“总舵主”英伟达Q3业绩出炉，盘后股价竟下挫？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI“总舵主”英伟达Q3业绩出炉，盘后股价竟下挫？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 13:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20241121A04ODU00><strong>港股解码</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间11月20日，美股市场重量级风向标、全球AI总龙头英伟达（NVDA.US）披露了2025财年第三财季（截至10月27日止三个月）财报，这也是公司纳入道指之后的首份财报，资本市场对此翘首以盼。具体来看，英伟达Q3营收为350.8亿美元，同比大增约94%，超出此前分析师预期的331亿美元。业务方面，英伟达Q3数据中心业务营收为307.7亿美元，同比大增112%，超出市场预期，这部分业务贡献了...</p>\n\n<a href=\"https://new.qq.com/rain/a/20241121A04ODU00\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVD","symbol_name":"2倍做空NVDA ETF-GraniteShares","start_time":0,"source_url":"https://new.qq.com/rain/a/20241121A04ODU00","article_id":"2485343686","we_media_id":null,"thumbnails":["https://inews.gtimg.com/om_ls/OZ9Tx6aLolpRotsBIch8OEL0_sVH5JpSZJsfiUYcZeGmoAA_294195/0"],"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20241121A04ODU00","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 3px;}strong{font-weight:500;#lv2TextColor#}","selectors":".main-wrapper","filters":".follow_top, .channel-entry, .collapseWrapper, .pic, .gap, .showDividingLine, .loader, .container, .ct-sumary, .nav, .landad, .hairline-top, .footer, .recommend-modules, .headroom-wrapper, .elevator","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2485343686","pubTimestamp":1732167794,"columns":[],"sourceInfo":{"source_id":"tencent_tech","name":"腾讯科技"},"weMediaInfo":null,"summary":"当地时间11月20日，美股市场重量级风向标、全球AI总龙头英伟达（NVDA.US）披露了2025财年第三财季（截至10月27日止三个月）财报，这也是公司纳入道指之后的首份财报，资本市场对此翘首以盼。具体来看，英伟达Q3营收为350.8亿美元，同比大增约94%，超出此前分析师预期的331亿美元。业务方面，英伟达Q3数据中心业务营收为307...","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVD":"2倍做空NVDA ETF-GraniteShares","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDS.UK":"LS -1X NVIDIA","3NVD.UK":"LS 3X NVIDIA","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","NVDD":"1倍做空NVDA ETF-Direxion","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","2NVD.UK":"2X NVIDIA ETP","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4529":"IDC概念","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","SNVD.UK":"LS -1X NVIDIA","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","NVDU":"2倍做多NVDA ETF-Direxion","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","NVDA":"英伟达","NVD2.UK":"2X NVIDIA ETP","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD3.UK":"LS 3X NVIDIA"},"translate_title":"AI \"chief rudder\" Nvidia's Q3 results were released, but the stock price fell after hours?","themeId":"bcd325cce73bd7ce046672042277f82a","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS":0.6,"NVDX":0.6,"NVD":0.6,"NVDY":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDA":1},"content_text":"当地时间11月20日，美股市场重量级风向标、全球AI总龙头英伟达（NVDA.US）披露了2025财年第三财季（截至10月27日止三个月）财报，这也是公司纳入道指之后的首份财报，资本市场对此翘首以盼。具体来看，英伟达Q3营收为350.8亿美元，同比大增约94%，超出此前分析师预期的331亿美元。业务方面，英伟达Q3数据中心业务营收为307.7亿美元，同比大增112%，超出市场预期，这部分业务贡献了英伟达绝大部分营收，包括最炙手可热的AI芯片。英伟达游戏业务Q3营收约为32.8亿美元，专业可视化业务和汽车业务Q3营收分别为4.86亿美元和4.49亿美元。在GAAP规则下，英伟达录得净利润约为193.1亿美元，同比增长109%，亦高于市场预期。此外，英伟达预计第四财季营收为375亿美元，这一数字虽高于分析师平均预期371亿美元，但却低于此前最高预期的410亿美元。另外，虽然英伟达业绩仍在高速增长，但增速已有放缓迹象。数据显示，公司此前三个季度的收入增速分别为122%、262%和265%（根据时间从近到远依次排列）。业绩公布之余，英伟达盘后股价下挫，跌2.53%，报142.20美元/股。梳理2023年初以来，英伟达股价累计涨幅接近900%，可谓“超级大牛股”，目前市值约3.57万亿美元（截至周三收盘），力压苹果（AAPL.US）成为全球市值最高的公司。对于后续英伟达的发展，多家机构认为，目前AI产业化仍处于早期阶段，公司最新的人工智能芯片Blackwell将继续推动英伟达业绩上行。美国投行Wedbush知名分析师认为，未来几年，英伟达的GPU将成为这个世界新的石油和黄金，可以预期客户会投入更多的资本支出。Truist Securities的William Stein将其对英伟达的目标价从148美元上调至167美元。而美国跨国独立投资银行和金融服务公司Stifel分析师Ruben Roy将其对英伟达的目标价从165美元上调至180美元。对于备受关注的英伟达下一代GPU——Blackwell芯片，英伟达CEO黄仁勋亦表示，Blackwell芯片目前已全面投产，预计该产品将在未来几个季度都供不应求。英伟达首席财务官Colette Kress表示，Blackwell芯片计划于本季度开始出货，并将在明年加速出货。不过，资本市场对于Blackwell人工智能芯片的生产交付进度较为谨慎，这或许也是部分机构猜测公司2025财年四季度业绩释放可能不及预期的原因之一。自英伟达于今年3月推出了Blackwell芯片系列以来，就一再推迟交货时间。从最初的今年二季度，到后来CEO黄仁勋预计的四季度，如今甚至有媒体预计，改良后的Blackwell GPU最快于明年1月底才能出货。具体来说，这款AI芯片在高容量服务器机架中或存在严重的过热问题，该缺陷已迫使英伟达多次修改机架设计，这不仅限制了GPU性能，还可能损坏硬件。其客户因此担心，这些技术问题可能会延迟数据中心的处理器部署进程。对此，英伟达尚未明确表态，该公司发言人曾表示，英伟达正在与领先的云服务商合作，这是我们工程团队和流程不可或缺的一部分，工程迭代是正常的，也是意料之中的。作者：飞鱼查看原图 831K","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485343686","isCrawlerRequest":true}