罗杰斯1688的个人主页 - 老虎社区

罗杰斯1688

罗杰斯1688

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06-11

$颐海国际(01579)$ 看多

06-09

$三倍做多富时中国ETF-Direxion(YINN)$ 这个没有夜盘了吗

06-02

$联合健康(UNH)$ 继续等反弹

06-02

前段美股暴跌，仓位过重加了杠杆，为了减杠杆最低点割了纳斯达克三倍做多🥲

05-29

这篇文章不错，转发给大家看看

没受DeepSeek影响，英伟达最新财报创历史记录，同比增长260%

05-24

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 坚定拿到 30 以上再出

05-15

$联合健康(UNH)$ 到 160 再接

05-14

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 继续看多，拿到20 以上

05-13

$联合健康(UNH)$ 直接躺平了吗😂

05-12

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 继续拿

05-02

您像索罗斯一样，通过杠杆工具和趋势交易捕捉市场波动，但需注意控制回撤。建议逐步加入对冲工具（如做空波动率ETF）以平衡风险。

04-25

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 守得云开见月明

04-17

$联合健康(UNH)$ 你要破产了吗😱

04-10

花旗、摩根大通、特斯拉、耐飞、台积电即将公布财报

查看详情：花旗、摩根大通、特斯拉、耐飞、台积电即将公布财报来老虎掌握热门财报前瞻，限时领股票代金券好礼此帖仅开放于中国大陆用户

花旗、摩根大通、特斯拉、耐飞、台积电即将公布财报

04-08

这个帖子挺好

02-28

$特斯拉(TSLA)$ 352 的本一年能解套吗？

02-12

2000 天了

01-31

坚定英伟达会在一年内重新上 200 550万RMB注册资本一家名不见经传AI公司打爆了市值2.7万亿美元，说是蚂蚁搬大象毫不为过，有几个相信的？最近到处都是看空英伟达的，肯定是有量化提前布局了英伟达空单，是一场阴谋。

01-06

$纳指三倍做多ETF(TQQQ)$ 来了鉴定看多

2021-02-02

$游戏驿站(GME)$有对手盘吗😄

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/01579\">$颐海国际(01579)$</a> 看多","listText":"<a href=\"https://laohu8.com/S/01579\">$颐海国际(01579)$</a> 看多","text":"$颐海国际(01579)$ 看多","images":[{"img":"https://static.tigerbbs.com/da2a2e94255f2ab1d234eb529c2ae947","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444648854446664","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":444059201331496,"gmtCreate":1749435438131,"gmtModify":1749435439200,"author":{"id":"3529540084542681","authorId":"3529540084542681","name":"罗杰斯1688","avatar":"https://static.tigerbbs.com/ff9c8c93de0036f7dc4bf2b26bdff114","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3529540084542681","idStr":"3529540084542681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 这个没有夜盘了吗","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 这个没有夜盘了吗","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 这个没有夜盘了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/444059201331496","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441663606903344,"gmtCreate":1748866882726,"gmtModify":1748866885639,"author":{"id":"3529540084542681","authorId":"3529540084542681","name":"罗杰斯1688","avatar":"https://static.tigerbbs.com/ff9c8c93de0036f7dc4bf2b26bdff114","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3529540084542681","idStr":"3529540084542681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 继续等反弹","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 继续等反弹","text":"$联合健康(UNH)$ 继续等反弹","images":[{"img":"https://static.tigerbbs.com/4c49207b828f828d32b2d498c8b59c32","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441663606903344","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":441818183884984,"gmtCreate":1748853067883,"gmtModify":1748853069845,"author":{"id":"3529540084542681","authorId":"3529540084542681","name":"罗杰斯1688","avatar":"https://static.tigerbbs.com/ff9c8c93de0036f7dc4bf2b26bdff114","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3529540084542681","idStr":"3529540084542681"},"themes":[],"htmlText":"前段美股暴跌，仓位过重加了杠杆，为了减杠杆最低点割了纳斯达克三倍做多🥲","listText":"前段美股暴跌，仓位过重加了杠杆，为了减杠杆最低点割了纳斯达克三倍做多🥲","text":"前段美股暴跌，仓位过重加了杠杆，为了减杠杆最低点割了纳斯达克三倍做多🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441818183884984","isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440070938685512,"gmtCreate":1748477391280,"gmtModify":1748477392965,"author":{"id":"3529540084542681","authorId":"3529540084542681","name":"罗杰斯1688","avatar":"https://static.tigerbbs.com/ff9c8c93de0036f7dc4bf2b26bdff114","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3529540084542681","idStr":"3529540084542681"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440070938685512","repostId":"2539404756","repostType":2,"repost":{"id":"2539404756","kind":"news","pubTimestamp":1748465375,"share":"https://www.laohu8.com/m/news/2539404756?lang=&edition=full","pubTime":"2025-05-29 04:49","market":"us","language":"zh","title":"没受DeepSeek影响，英伟达最新财报创历史记录，同比增长260%","url":"https://stock-news.laohu8.com/highlight/detail?id=2539404756","media":"AIGC开放社区","summary":"今天凌晨，全球AI领导者英伟达发布了，2025财年第一季度财务报告。英伟达实现了创历史纪录的收入，达到260.44亿美元，同比增长262%；净利润达148.81亿美元，同比飙升628%。英伟达多个业务表现出色数据中心业务数据中心业务是英伟达增长的核心驱动力，本季度收入高达226亿美元，同比增长427%。第二季度营收展望英伟达对2025财年第二季度的业绩展望同样令人期待。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250529053036057v2010iswzd0zhtu\"/><p>今天凌晨，全球AI领导者<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（Nvidia）发布了，2025财年第一季度财务报告。</p><p>英伟达实现了创历史纪录的收入，达到260.44亿美元，同比增长262%；<span>净利润</span>达148.81亿美元，同比飙升628%。</p><p>强劲的财务表现主要得益于公司在数据中心、AI、游戏和自动驾驶等领域的持续创新和市场扩展，同时走出了年初受DeepSeek的影响，也受益于全球各大科技公司持续加大对AI领域的投资。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250529053036640v201cixbkvojjug\"/><p>英伟达多个业务表现出色</p><p>数据中心业务</p><p>数据中心业务是英伟达增长的核心驱动力，本季度收入高达226亿美元，同比增长427%。这一增长得益于各类型客户的强劲需求，其中企业和消费互联网领域的需求尤为突出，大型云服务提供商贡献了数据中心收入的40%左右。</p><p>生成式AI应用的广泛拓展，使其客户群体进一步扩大到了主权AI、汽车、医疗等多个行业。英伟达还与100多家客户合作打造AI工厂，规模从几百到数万个GPU不等，部分甚至达到10万个，显示出其在AI计算领域的强大影响力和市场认可度。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250529053037245v201ck8o8i1186k\"/><p>游戏业务</p><p>游戏业务也保持着稳健增长，收入为26亿美元，同比增长18%。GeForceRTX40 SUPERGPU系列产品获得了市场的热烈反响，GeForceRTXGPU的装机量超过1亿，在PC上运行生成式AI应用时性能卓越，为游戏业务的增长提供了有力支撑。</p><p>此外，游戏开发者积极采用英伟达的ACE技术来创建逼真的虚拟角色，这也为游戏业务的未来发展注入了新的活力。</p><p>汽车业务</p><p>汽车业务营收3.29亿美元，同比增长11%，环比增长17%。增长动力来自自动驾驶平台以及AI座舱解决方案，表明英伟达在汽车智能化领域的布局逐渐收获成果，随着汽车行业向智能化、电动化转型，其汽车业务有望获得更大发展空间。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250529053038423v201cdpz19ty5bx\"/><p>专业可视化业务</p><p>该业务营收4.27亿美元，同比增长45%，环比下降8%。同比增长是由于渠道库存水平正常化后，向合作伙伴的销售增加；环比下降主要因桌面工作站GPU的销售变动。这显示出专业可视化业务在市场拓展上有一定成效，但也存在季节性或产品结构调整带来的波动。</p><p>新产品及技术进展</p><p>硬件方面</p><p>英伟达推出了Blackwell及一系列数据中心规模平台，这些产品为万亿参数AI时代提供了强大的支持。其中，Blackwell能够在万亿参数大语言模型上实现实时生成式AI，与前代产品相比，总拥有成本和能源消耗降低了25倍，训练速度提升4倍，推理速度提升30倍。</p><p>GB200NVL72作为大型语言模型的计算单元，集成了36个GB200超级芯片，将两个英伟达B200GPU与GraceCPU相连，B200GPU更是凭借其2080亿晶体管的强大性能，成为世界上最强大的芯片之一。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等众多行业巨头都计划采用Blackwell产品，其将于2024年晚些时候正式上市，有望进一步巩固英伟达在AI计算硬件领域的领先地位。</p><p>网络技术</p><p>英伟达还发布了专为大规模AI设计的新型网络技术，包括NVIDIAQuantum-X800InfiniBand和NVIDIASpectrum-X800Ethernet，它们是全球首个能够实现端到端800Gb/s吞吐量的网络平台，能够加速各类数据中心中的AI、云、数据处理和高性能计算（HPC）应用。</p><p>GB200驱动的系统可以通过这些网络平台实现高速连接，为大规模AI计算提供了高效的网络支持。</p><p>软件及服务方面</p><p>英伟达推出了新的云原生NVIDIANIM推理微服务和CUDA-X微服务。NIM推理微服务提供了由英伟达推理软件（如Triton推理服务器和TensorRT-LLM）支持的预构建容器以及行业标准API，涵盖语言、语音、药物发现等多个领域；</p><p>CUDA-X微服务则为数据准备、定制和训练提供了端到端的构建模块，加速了各行业的AI开发进程。这些微服务得到了众多AI模型开发者、应用和数据平台、基础设施软件平台、云服务提供商（CSPs）和原始设备制造商（OEMs）的支持，<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>、Cadence等众多企业已经率先接入使用，显示出其在企业级AI应用领域的广阔市场前景。</p><p>第二季度营收展望</p><p>英伟达对2025财年第二季度的业绩展望同样令人期待。预计营收将达到280亿美元左右，上下浮动2%，所有市场平台都有望实现环比增长；GAAP毛利率预计为74.8%，非GAAP毛利率为75.5%，上下浮动50个基点，且全年毛利率预计保持在70%左右的中等水平；</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250529053047603v201nj7nzjuc52y\"/><p>运营费用方面，GAAP预计约为40亿美元，非GAAP预计约为28亿美元，全年运营费用预计将以40%左右的较低幅度增长；其他收入与费用方面，GAAP和非GAAP预计均有约3亿美元的收入（不包括非关联投资的收益和损失）；</p><p>税率方面，GAAP和非GAAP预计均为17.0%，上下浮动1%（不包括离散项目）。从这些展望数据来看，英伟达在未来一段时间内有望延续增长态势，保持良好的盈利能力和市场竞争力。</p><p>本文素材来源英伟达，如有侵权请联系删除</p></article></body></html>","source":"tencent","collect":0,"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>没受DeepSeek影响，英伟达最新财报创历史记录，同比增长260%</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\">\n没受DeepSeek影响，英伟达最新财报创历史记录，同比增长260%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-29 04:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529053113a6f0dbfd&s=b><strong>AIGC开放社区</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天凌晨，全球AI领导者英伟达（Nvidia）发布了，2025财年第一季度财务报告。英伟达实现了创历史纪录的收入，达到260.44亿美元，同比增长262%；净利润达148.81亿美元，同比飙升628%。强劲的财务表现主要得益于公司在数据中心、AI、游戏和自动驾驶等领域的持续创新和市场扩展，同时走出了年初受DeepSeek的影响，也受益于全球各大科技公司持续加大对AI领域的投资。英伟达多个业务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529053113a6f0dbfd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529053113a6f0dbfd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2539404756","content_text":"今天凌晨，全球AI领导者英伟达（Nvidia）发布了，2025财年第一季度财务报告。英伟达实现了创历史纪录的收入，达到260.44亿美元，同比增长262%；净利润达148.81亿美元，同比飙升628%。强劲的财务表现主要得益于公司在数据中心、AI、游戏和自动驾驶等领域的持续创新和市场扩展，同时走出了年初受DeepSeek的影响，也受益于全球各大科技公司持续加大对AI领域的投资。英伟达多个业务表现出色数据中心业务数据中心业务是英伟达增长的核心驱动力，本季度收入高达226亿美元，同比增长427%。这一增长得益于各类型客户的强劲需求，其中企业和消费互联网领域的需求尤为突出，大型云服务提供商贡献了数据中心收入的40%左右。生成式AI应用的广泛拓展，使其客户群体进一步扩大到了主权AI、汽车、医疗等多个行业。英伟达还与100多家客户合作打造AI工厂，规模从几百到数万个GPU不等，部分甚至达到10万个，显示出其在AI计算领域的强大影响力和市场认可度。游戏业务游戏业务也保持着稳健增长，收入为26亿美元，同比增长18%。GeForceRTX40 SUPERGPU系列产品获得了市场的热烈反响，GeForceRTXGPU的装机量超过1亿，在PC上运行生成式AI应用时性能卓越，为游戏业务的增长提供了有力支撑。此外，游戏开发者积极采用英伟达的ACE技术来创建逼真的虚拟角色，这也为游戏业务的未来发展注入了新的活力。汽车业务汽车业务营收3.29亿美元，同比增长11%，环比增长17%。增长动力来自自动驾驶平台以及AI座舱解决方案，表明英伟达在汽车智能化领域的布局逐渐收获成果，随着汽车行业向智能化、电动化转型，其汽车业务有望获得更大发展空间。专业可视化业务该业务营收4.27亿美元，同比增长45%，环比下降8%。同比增长是由于渠道库存水平正常化后，向合作伙伴的销售增加；环比下降主要因桌面工作站GPU的销售变动。这显示出专业可视化业务在市场拓展上有一定成效，但也存在季节性或产品结构调整带来的波动。新产品及技术进展硬件方面英伟达推出了Blackwell及一系列数据中心规模平台，这些产品为万亿参数AI时代提供了强大的支持。其中，Blackwell能够在万亿参数大语言模型上实现实时生成式AI，与前代产品相比，总拥有成本和能源消耗降低了25倍，训练速度提升4倍，推理速度提升30倍。GB200NVL72作为大型语言模型的计算单元，集成了36个GB200超级芯片，将两个英伟达B200GPU与GraceCPU相连，B200GPU更是凭借其2080亿晶体管的强大性能，成为世界上最强大的芯片之一。亚马逊、谷歌等众多行业巨头都计划采用Blackwell产品，其将于2024年晚些时候正式上市，有望进一步巩固英伟达在AI计算硬件领域的领先地位。网络技术英伟达还发布了专为大规模AI设计的新型网络技术，包括NVIDIAQuantum-X800InfiniBand和NVIDIASpectrum-X800Ethernet，它们是全球首个能够实现端到端800Gb/s吞吐量的网络平台，能够加速各类数据中心中的AI、云、数据处理和高性能计算（HPC）应用。GB200驱动的系统可以通过这些网络平台实现高速连接，为大规模AI计算提供了高效的网络支持。软件及服务方面英伟达推出了新的云原生NVIDIANIM推理微服务和CUDA-X微服务。NIM推理微服务提供了由英伟达推理软件（如Triton推理服务器和TensorRT-LLM）支持的预构建容器以及行业标准API，涵盖语言、语音、药物发现等多个领域；CUDA-X微服务则为数据准备、定制和训练提供了端到端的构建模块，加速了各行业的AI开发进程。这些微服务得到了众多AI模型开发者、应用和数据平台、基础设施软件平台、云服务提供商（CSPs）和原始设备制造商（OEMs）的支持，Adobe、Cadence等众多企业已经率先接入使用，显示出其在企业级AI应用领域的广阔市场前景。第二季度营收展望英伟达对2025财年第二季度的业绩展望同样令人期待。预计营收将达到280亿美元左右，上下浮动2%，所有市场平台都有望实现环比增长；GAAP毛利率预计为74.8%，非GAAP毛利率为75.5%，上下浮动50个基点，且全年毛利率预计保持在70%左右的中等水平；运营费用方面，GAAP预计约为40亿美元，非GAAP预计约为28亿美元，全年运营费用预计将以40%左右的较低幅度增长；其他收入与费用方面，GAAP和非GAAP预计均有约3亿美元的收入（不包括非关联投资的收益和损失）；税率方面，GAAP和非GAAP预计均为17.0%，上下浮动1%（不包括离散项目）。从这些展望数据来看，英伟达在未来一段时间内有望延续增长态势，保持良好的盈利能力和市场竞争力。本文素材来源英伟达，如有侵权请联系删除","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438400525213800,"gmtCreate":1748066759024,"gmtModify":1748066761512,"author":{"id":"3529540084542681","authorId":"3529540084542681","name":"罗杰斯1688","avatar":"https://static.tigerbbs.com/ff9c8c93de0036f7dc4bf2b26bdff114","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3529540084542681","idStr":"3529540084542681"},"themes":[],"htmlText":"<a 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src=\"https://fid-75186.picgzc.qpic.cn/20250529053036640v201cixbkvojjug\"/><p>英伟达多个业务表现出色</p><p>数据中心业务</p><p>数据中心业务是英伟达增长的核心驱动力，本季度收入高达226亿美元，同比增长427%。这一增长得益于各类型客户的强劲需求，其中企业和消费互联网领域的需求尤为突出，大型云服务提供商贡献了数据中心收入的40%左右。</p><p>生成式AI应用的广泛拓展，使其客户群体进一步扩大到了主权AI、汽车、医疗等多个行业。英伟达还与100多家客户合作打造AI工厂，规模从几百到数万个GPU不等，部分甚至达到10万个，显示出其在AI计算领域的强大影响力和市场认可度。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250529053037245v201ck8o8i1186k\"/><p>游戏业务</p><p>游戏业务也保持着稳健增长，收入为26亿美元，同比增长18%。GeForceRTX40 SUPERGPU系列产品获得了市场的热烈反响，GeForceRTXGPU的装机量超过1亿，在PC上运行生成式AI应用时性能卓越，为游戏业务的增长提供了有力支撑。</p><p>此外，游戏开发者积极采用英伟达的ACE技术来创建逼真的虚拟角色，这也为游戏业务的未来发展注入了新的活力。</p><p>汽车业务</p><p>汽车业务营收3.29亿美元，同比增长11%，环比增长17%。增长动力来自自动驾驶平台以及AI座舱解决方案，表明英伟达在汽车智能化领域的布局逐渐收获成果，随着汽车行业向智能化、电动化转型，其汽车业务有望获得更大发展空间。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250529053038423v201cdpz19ty5bx\"/><p>专业可视化业务</p><p>该业务营收4.27亿美元，同比增长45%，环比下降8%。同比增长是由于渠道库存水平正常化后，向合作伙伴的销售增加；环比下降主要因桌面工作站GPU的销售变动。这显示出专业可视化业务在市场拓展上有一定成效，但也存在季节性或产品结构调整带来的波动。</p><p>新产品及技术进展</p><p>硬件方面</p><p>英伟达推出了Blackwell及一系列数据中心规模平台，这些产品为万亿参数AI时代提供了强大的支持。其中，Blackwell能够在万亿参数大语言模型上实现实时生成式AI，与前代产品相比，总拥有成本和能源消耗降低了25倍，训练速度提升4倍，推理速度提升30倍。</p><p>GB200NVL72作为大型语言模型的计算单元，集成了36个GB200超级芯片，将两个英伟达B200GPU与GraceCPU相连，B200GPU更是凭借其2080亿晶体管的强大性能，成为世界上最强大的芯片之一。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等众多行业巨头都计划采用Blackwell产品，其将于2024年晚些时候正式上市，有望进一步巩固英伟达在AI计算硬件领域的领先地位。</p><p>网络技术</p><p>英伟达还发布了专为大规模AI设计的新型网络技术，包括NVIDIAQuantum-X800InfiniBand和NVIDIASpectrum-X800Ethernet，它们是全球首个能够实现端到端800Gb/s吞吐量的网络平台，能够加速各类数据中心中的AI、云、数据处理和高性能计算（HPC）应用。</p><p>GB200驱动的系统可以通过这些网络平台实现高速连接，为大规模AI计算提供了高效的网络支持。</p><p>软件及服务方面</p><p>英伟达推出了新的云原生NVIDIANIM推理微服务和CUDA-X微服务。NIM推理微服务提供了由英伟达推理软件（如Triton推理服务器和TensorRT-LLM）支持的预构建容器以及行业标准API，涵盖语言、语音、药物发现等多个领域；</p><p>CUDA-X微服务则为数据准备、定制和训练提供了端到端的构建模块，加速了各行业的AI开发进程。这些微服务得到了众多AI模型开发者、应用和数据平台、基础设施软件平台、云服务提供商（CSPs）和原始设备制造商（OEMs）的支持，<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>、Cadence等众多企业已经率先接入使用，显示出其在企业级AI应用领域的广阔市场前景。</p><p>第二季度营收展望</p><p>英伟达对2025财年第二季度的业绩展望同样令人期待。预计营收将达到280亿美元左右，上下浮动2%，所有市场平台都有望实现环比增长；GAAP毛利率预计为74.8%，非GAAP毛利率为75.5%，上下浮动50个基点，且全年毛利率预计保持在70%左右的中等水平；</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250529053047603v201nj7nzjuc52y\"/><p>运营费用方面，GAAP预计约为40亿美元，非GAAP预计约为28亿美元，全年运营费用预计将以40%左右的较低幅度增长；其他收入与费用方面，GAAP和非GAAP预计均有约3亿美元的收入（不包括非关联投资的收益和损失）；</p><p>税率方面，GAAP和非GAAP预计均为17.0%，上下浮动1%（不包括离散项目）。从这些展望数据来看，英伟达在未来一段时间内有望延续增长态势，保持良好的盈利能力和市场竞争力。</p><p>本文素材来源英伟达，如有侵权请联系删除</p></article></body></html>","source":"tencent","collect":0,"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>没受DeepSeek影响，英伟达最新财报创历史记录，同比增长260%</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\">\n没受DeepSeek影响，英伟达最新财报创历史记录，同比增长260%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-29 04:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529053113a6f0dbfd&s=b><strong>AIGC开放社区</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天凌晨，全球AI领导者英伟达（Nvidia）发布了，2025财年第一季度财务报告。英伟达实现了创历史纪录的收入，达到260.44亿美元，同比增长262%；净利润达148.81亿美元，同比飙升628%。强劲的财务表现主要得益于公司在数据中心、AI、游戏和自动驾驶等领域的持续创新和市场扩展，同时走出了年初受DeepSeek的影响，也受益于全球各大科技公司持续加大对AI领域的投资。英伟达多个业务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529053113a6f0dbfd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250529053113a6f0dbfd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2539404756","content_text":"今天凌晨，全球AI领导者英伟达（Nvidia）发布了，2025财年第一季度财务报告。英伟达实现了创历史纪录的收入，达到260.44亿美元，同比增长262%；净利润达148.81亿美元，同比飙升628%。强劲的财务表现主要得益于公司在数据中心、AI、游戏和自动驾驶等领域的持续创新和市场扩展，同时走出了年初受DeepSeek的影响，也受益于全球各大科技公司持续加大对AI领域的投资。英伟达多个业务表现出色数据中心业务数据中心业务是英伟达增长的核心驱动力，本季度收入高达226亿美元，同比增长427%。这一增长得益于各类型客户的强劲需求，其中企业和消费互联网领域的需求尤为突出，大型云服务提供商贡献了数据中心收入的40%左右。生成式AI应用的广泛拓展，使其客户群体进一步扩大到了主权AI、汽车、医疗等多个行业。英伟达还与100多家客户合作打造AI工厂，规模从几百到数万个GPU不等，部分甚至达到10万个，显示出其在AI计算领域的强大影响力和市场认可度。游戏业务游戏业务也保持着稳健增长，收入为26亿美元，同比增长18%。GeForceRTX40 SUPERGPU系列产品获得了市场的热烈反响，GeForceRTXGPU的装机量超过1亿，在PC上运行生成式AI应用时性能卓越，为游戏业务的增长提供了有力支撑。此外，游戏开发者积极采用英伟达的ACE技术来创建逼真的虚拟角色，这也为游戏业务的未来发展注入了新的活力。汽车业务汽车业务营收3.29亿美元，同比增长11%，环比增长17%。增长动力来自自动驾驶平台以及AI座舱解决方案，表明英伟达在汽车智能化领域的布局逐渐收获成果，随着汽车行业向智能化、电动化转型，其汽车业务有望获得更大发展空间。专业可视化业务该业务营收4.27亿美元，同比增长45%，环比下降8%。同比增长是由于渠道库存水平正常化后，向合作伙伴的销售增加；环比下降主要因桌面工作站GPU的销售变动。这显示出专业可视化业务在市场拓展上有一定成效，但也存在季节性或产品结构调整带来的波动。新产品及技术进展硬件方面英伟达推出了Blackwell及一系列数据中心规模平台，这些产品为万亿参数AI时代提供了强大的支持。其中，Blackwell能够在万亿参数大语言模型上实现实时生成式AI，与前代产品相比，总拥有成本和能源消耗降低了25倍，训练速度提升4倍，推理速度提升30倍。GB200NVL72作为大型语言模型的计算单元，集成了36个GB200超级芯片，将两个英伟达B200GPU与GraceCPU相连，B200GPU更是凭借其2080亿晶体管的强大性能，成为世界上最强大的芯片之一。亚马逊、谷歌等众多行业巨头都计划采用Blackwell产品，其将于2024年晚些时候正式上市，有望进一步巩固英伟达在AI计算硬件领域的领先地位。网络技术英伟达还发布了专为大规模AI设计的新型网络技术，包括NVIDIAQuantum-X800InfiniBand和NVIDIASpectrum-X800Ethernet，它们是全球首个能够实现端到端800Gb/s吞吐量的网络平台，能够加速各类数据中心中的AI、云、数据处理和高性能计算（HPC）应用。GB200驱动的系统可以通过这些网络平台实现高速连接，为大规模AI计算提供了高效的网络支持。软件及服务方面英伟达推出了新的云原生NVIDIANIM推理微服务和CUDA-X微服务。NIM推理微服务提供了由英伟达推理软件（如Triton推理服务器和TensorRT-LLM）支持的预构建容器以及行业标准API，涵盖语言、语音、药物发现等多个领域；CUDA-X微服务则为数据准备、定制和训练提供了端到端的构建模块，加速了各行业的AI开发进程。这些微服务得到了众多AI模型开发者、应用和数据平台、基础设施软件平台、云服务提供商（CSPs）和原始设备制造商（OEMs）的支持，Adobe、Cadence等众多企业已经率先接入使用，显示出其在企业级AI应用领域的广阔市场前景。第二季度营收展望英伟达对2025财年第二季度的业绩展望同样令人期待。预计营收将达到280亿美元左右，上下浮动2%，所有市场平台都有望实现环比增长；GAAP毛利率预计为74.8%，非GAAP毛利率为75.5%，上下浮动50个基点，且全年毛利率预计保持在70%左右的中等水平；运营费用方面，GAAP预计约为40亿美元，非GAAP预计约为28亿美元，全年运营费用预计将以40%左右的较低幅度增长；其他收入与费用方面，GAAP和非GAAP预计均有约3亿美元的收入（不包括非关联投资的收益和损失）；税率方面，GAAP和非GAAP预计均为17.0%，上下浮动1%（不包括离散项目）。从这些展望数据来看，英伟达在未来一段时间内有望延续增长态势，保持良好的盈利能力和市场竞争力。本文素材来源英伟达，如有侵权请联系删除","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438400525213800,"gmtCreate":1748066759024,"gmtModify":1748066761512,"author":{"id":"3529540084542681","authorId":"3529540084542681","name":"罗杰斯1688","avatar":"https://static.tigerbbs.com/ff9c8c93de0036f7dc4bf2b26bdff114","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529540084542681","authorIdStr":"3529540084542681"},"themes":[],"htmlText":"<a 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