恩佐hs的个人主页 - 老虎社区

恩佐hs

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IP属地：四川

22关注

2粉丝

1主题

0勋章

12-31 13:26

$白银主连 2603(SImain)$ CME又上调保证金了，今天拉不回来感觉进入下降通道了啊

12-30 11:21

$白银主连 2603(SImain)$ 真是多空双杀啊

2025-12-29

$白银主连 2603(SImain)$ 赶紧冲到100，加速赶个顶

2025-11-18

$纳指三倍做空ETF(SQQQ)$ 周三英伟达如果不及预期大盘还得往下走，有英伟达正股，用sqqq对冲一下吧

2025-11-13

$Circle Internet Corp.(CRCL)$ 几个月前就说这股80的时候会开仓试试，没想到真快到了，套人啊

2025-11-12

2026？我穿越了？

财报前瞻 | AI驱动英伟达Q3增长无悬念，毛利率有望稳步攀升

2025-10-29

$纳指三倍做空ETF(SQQQ)$ 开仓开仓

2025-09-21

$纳斯达克(.IXIC)$ 一堆小白开始定投纳指，23000我要开始空了[喷血]

2025-08-29

$英伟达(NVDA)$ 多跌点，我好加仓[财迷]

2025-08-06

$Circle Internet Corp.(CRCL)$ 能到80的话开仓试试

2025-05-27

$泡泡玛特(09992)$ 新时代的口红效应

2025-03-18

$三倍做多富时中国ETF-Direxion(YINN)$ $三倍做多富时中国ETF-Direxion(YINN)$

2024-07-01

$英伟达(NVDA)$ 坚定看多，200见[财迷]

2024-06-06

$英伟达(NVDA)$ 宁可3倍做空半导体板块，也不做空英伟达

2024-04-15

$英伟达(NVDA)$ 有说啥时候拆股么

2023-08-03

$Unity Software Inc.(U)$ 看看人fastly，啥也不是[喷血]

2023-08-03

$Unity Software Inc.(U)$ 财报好你也不涨啊[喷血]

2023-07-28

$纳斯达克(.IXIC)$ 恶心，空单止损触发了，这是多空双杀啊

2023-07-26

$纳斯达克(.IXIC)$ 这市场就一个感觉，跌不下去啊[真香]

2023-07-19

$纳斯达克(.IXIC)$ 强到没朋友

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2603(SImain)$ 赶紧冲到100，加速赶个顶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/515930067595264","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550218710494980","authorId":"3550218710494980","name":"恩佐hs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3550218710494980","idStr":"3550218710494980"},"content":"赶了顶我好做空 [财迷]","text":"赶了顶我好做空 [财迷]","html":"赶了顶我好做空 [财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501646572212352,"gmtCreate":1763480067149,"gmtModify":1763480578799,"author":{"id":"3550218710494980","authorId":"3550218710494980","name":"恩佐hs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550218710494980","idStr":"3550218710494980"},"themes":[],"title":"","htmlText":"<a 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周三英伟达如果不及预期大盘还得往下走，有英伟达正股，用sqqq对冲一下吧","images":[{"img":"https://static.tigerbbs.com/6e3138c29830610e4877e50e4a8d8363","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/501646572212352","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4148466155560780","authorId":"4148466155560780","name":"111aaagv","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4148466155560780","idStr":"4148466155560780"},"content":"希望你今天没有亏两头","text":"希望你今天没有亏两头","html":"希望你今天没有亏两头"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499686073000664,"gmtCreate":1763018627135,"gmtModify":1763018628912,"author":{"id":"3550218710494980","authorId":"3550218710494980","name":"恩佐hs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550218710494980","idStr":"3550218710494980"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 几个月前就说这股80的时候会开仓试试，没想到真快到了，套人啊","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 几个月前就说这股80的时候会开仓试试，没想到真快到了，套人啊","text":"$Circle Internet Corp.(CRCL)$ 几个月前就说这股80的时候会开仓试试，没想到真快到了，套人啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499686073000664","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499378914882416,"gmtCreate":1762944147685,"gmtModify":1762944150061,"author":{"id":"3550218710494980","authorId":"3550218710494980","name":"恩佐hs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550218710494980","idStr":"3550218710494980"},"themes":[],"title":"","htmlText":"2026？我穿越了？","listText":"2026？我穿越了？","text":"2026？我穿越了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/499378914882416","repostId":"1130160461","repostType":2,"repost":{"id":"1130160461","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1762934412,"share":"https://www.laohu8.com/m/news/1130160461?lang=zh_CN&edition=full","pubTime":"2025-11-12 16:00","market":"us","language":"zh","title":"财报前瞻 | AI驱动英伟达Q3增长无悬念，毛利率有望稳步攀升","url":"https://stock-news.laohu8.com/highlight/detail?id=1130160461","media":"财报Agent","summary":"根据老虎国际APP数据预测，英伟达Q3总收入547.8亿美元，同比增长约65%。此外，英伟达还宣布将追加600亿美元股票回购授权，以继续回馈股东。此外，英伟达近期宣布将投入50亿美元进行战略投资，推动AI硬件供应链发展，进一步加大对数据中心市场的布局。结论英伟达在2026财年Q3的财报前景相当乐观，预计其数据中心业务将继续强劲增长，技术创新和战略投资将巩固其在AI硬件市场的领导地位。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于11月19日（美股盘后）发布其2026财年Q3财报。根据老虎国际APP数据预测，英伟达Q3总收入547.8亿美元，同比增长约65%。每股收益预计为1.244美元，同比增长约67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1da497177f8d9b3aa19cc689ea45bc37\" tg-width=\"1179\" tg-height=\"640\"/></p><p>这一乐观的预期主要源自于全球对人工智能（AI）硬件需求的激增，尤其是英伟达在AI领域的技术创新和强劲的产品需求。</p><p>随着AI技术的加速普及和企业对高性能计算需求的不断增加，英伟达的核心业务——数据中心业务，预计将继续驱动公司的增长。特别是基于Blackwell架构的加速卡和相关产品，将在Q3季度为公司带来显著的收入增长。</p><h2 id=\"id_1428598777\">上季度回顾</h2><p>英伟达在2026财年<a href=\"https://laohu8.com/S/QTWO\">Q2</a>的营收为467.43亿美元，同比增长56%。非GAAP调整后的每股收益（EPS）为1.05美元，同比增长54%。毛利率为72.7%，同比下降了3个百分点。</p><h4 id=\"id_3180157084\">各业务板块表现：</h4><ul style=\"\"><li><p><strong>数据中心</strong>：营收411亿美元，同比增长56%</p></li><li><p><strong>游戏和AI PC</strong>：营收43亿美元，同比增长49%</p></li><li><p><strong>专业可视化</strong>：营收6.01亿美元，同比增长32%</p></li><li><p><strong>汽车和<a href=\"https://laohu8.com/S/300024\">机器人</a></strong>：营收5.86亿美元，同比增长69%</p></li></ul><p>对于第三季度，英伟达预计营收为540亿美元，波动范围为上下2%，毛利率预计为73.5%。此外，英伟达还宣布将追加600亿美元股票回购授权，以继续回馈股东。</p><h2 id=\"id_579084929\">本季度看点</h2><ul style=\"\"><li><p><strong>数据中心业务持续增长：AI硬件需求激增</strong></p></li></ul><p>英伟达的核心业务——数据中心，预计将继续保持强劲增长。全球AI技术的快速发展和计算需求的激增，推动了对英伟达AI加速硬件的强劲需求。特别是基于Blackwell架构的加速器，预计将为全球数据中心提供更强大的计算能力，特别是在AI训练和推理领域。随着生成式AI、大规模深度学习和高性能计算需求的不断增加，英伟达的GPU产品将继续占据市场主导地位。</p><ul style=\"\"><li><p><strong>高毛利率与高定价策略的维持</strong></p></li></ul><p>由于高性能GPU需求持续强劲，英伟达预计将维持接近70%的毛利率水平。尽管市场竞争者逐渐增多，英伟达凭借其独特的技术优势（如CUDA平台）和强大的研发能力，能够在定价上维持优势。此外，新一代A100和H100 GPU，以及基于Blackwell架构的加速卡，预计将以高端定价占领市场，确保公司在高毛利业务领域的稳定增长。</p><ul style=\"\"><li><p><strong>技术创新与战略投资</strong></p></li></ul><p>技术创新依然是英伟达成功的核心驱动力之一。随着Hopper架构和Grace处理器的落地，英伟达将进一步巩固其在AI加速和大数据处理领域的技术壁垒。此外，英伟达近期宣布将投入50亿美元进行战略投资，推动AI硬件供应链发展，进一步加大对数据中心市场的布局。</p><p>除了技术创新，英伟达还宣布了一项1000亿美元的投资承诺，帮助OpenAI建设10GW的超大规模数据中心，以应对日益增长的AI计算需求。这一投资进一步巩固了英伟达在全球AI计算市场的领导地位。</p><ul style=\"\"><li><p><strong>战略合作与全球基础设施建设</strong></p></li></ul><p>英伟达在全球范围内的战略合作不断深化。与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、现代和SK集团的合作不仅进一步扩展了英伟达在各大市场的布局，还加速了全球AI基础设施的建设。例如，微软将向阿联酋出口英伟达的最新AI芯片，并宣布将在该地区投资152亿美元推动AI技术的普及。而英伟达与韩国科技巨头的合作，则为推动当地AI技术的发展奠定了基础。</p><h2 id=\"id_1354639574\">机构观点</h2><p><strong>机构的乐观看法</strong></p><p>当前，大多数市场分析师对英伟达的前景持乐观态度。投资机构普遍认为，英伟达在AI芯片、数据中心加速硬件和AI应用软件领域的领导地位，将持续推动其业绩增长。随着AI技术的加速普及和计算需求的爆发，英伟达预计将在全球范围内继续扩大市场份额。</p><ul style=\"\"><li><p><strong><a href=\"https://laohu8.com/S/C\">花旗</a>分析师观点</strong>：花旗预计英伟达即将公布的业绩将轻松超越华尔街普遍预期，Q3季度销售额可能达到570亿美元，超出市场预期的550亿美元。花旗还预测，英伟达将在2024年Q4给出的销售指引也将超预期，预计将达到620亿美元。</p></li><li><p><strong>美银的看法</strong>：美银认为，当前市场对AI资本支出的疑虑实际上是一个反向利好，避免了板块过度拥挤。美银指出，尽管市场对AI泡沫的担忧依然存在，但英伟达的长期增长潜力依然强劲，尤其在AI芯片供不应求的情况下。</p></li></ul><p><strong>风险因素与未来展望</strong></p><p>尽管市场前景乐观，但仍存在一些风险因素需要注意：</p><ul style=\"\"><li><p><strong>竞争加剧</strong>：来自<a href=\"https://laohu8.com/S/AMD\">AMD</a>等竞争对手的挑战可能会影响英伟达在AI和游戏GPU领域的市场份额。</p></li><li><p><strong>新平台采用缓慢</strong>：如果数据中心和游戏领域对新平台的采纳进度未达到预期，可能会影响销售。</p></li><li><p><strong>市场波动性</strong>：汽车和数据中心市场的需求可能出现阶段性波动，给公司带来短期压力。</p></li></ul><h2 id=\"id_3900691151\">结论</h2><p>英伟达在2026财年Q3的财报前景相当乐观，预计其数据中心业务将继续强劲增长，技术创新和战略投资将巩固其在AI硬件市场的领导地位。同时，全球合作与基础设施建设的推进，为公司长期发展提供了强有力的支持。尽管市场可能面临一定的不确定性，英伟达的基本面依然强劲，未来几年其在AI行业中的领导地位将进一步巩固，继续吸引投资者的关注。</p><p><em>此内容根据Tiger AI数据生成，仅供参考。</em></p></body></html>","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>财报前瞻 | AI驱动英伟达Q3增长无悬念，毛利率有望稳步攀升</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; 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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财报前瞻 | AI驱动英伟达Q3增长无悬念，毛利率有望稳步攀升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-11-12 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于11月19日（美股盘后）发布其2026财年Q3财报。根据老虎国际APP数据预测，英伟达Q3总收入547.8亿美元，同比增长约65%。每股收益预计为1.244美元，同比增长约67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1da497177f8d9b3aa19cc689ea45bc37\" tg-width=\"1179\" tg-height=\"640\"/></p><p>这一乐观的预期主要源自于全球对人工智能（AI）硬件需求的激增，尤其是英伟达在AI领域的技术创新和强劲的产品需求。</p><p>随着AI技术的加速普及和企业对高性能计算需求的不断增加，英伟达的核心业务——数据中心业务，预计将继续驱动公司的增长。特别是基于Blackwell架构的加速卡和相关产品，将在Q3季度为公司带来显著的收入增长。</p><h2 id=\"id_1428598777\">上季度回顾</h2><p>英伟达在2026财年<a href=\"https://laohu8.com/S/QTWO\">Q2</a>的营收为467.43亿美元，同比增长56%。非GAAP调整后的每股收益（EPS）为1.05美元，同比增长54%。毛利率为72.7%，同比下降了3个百分点。</p><h4 id=\"id_3180157084\">各业务板块表现：</h4><ul style=\"\"><li><p><strong>数据中心</strong>：营收411亿美元，同比增长56%</p></li><li><p><strong>游戏和AI PC</strong>：营收43亿美元，同比增长49%</p></li><li><p><strong>专业可视化</strong>：营收6.01亿美元，同比增长32%</p></li><li><p><strong>汽车和<a href=\"https://laohu8.com/S/300024\">机器人</a></strong>：营收5.86亿美元，同比增长69%</p></li></ul><p>对于第三季度，英伟达预计营收为540亿美元，波动范围为上下2%，毛利率预计为73.5%。此外，英伟达还宣布将追加600亿美元股票回购授权，以继续回馈股东。</p><h2 id=\"id_579084929\">本季度看点</h2><ul style=\"\"><li><p><strong>数据中心业务持续增长：AI硬件需求激增</strong></p></li></ul><p>英伟达的核心业务——数据中心，预计将继续保持强劲增长。全球AI技术的快速发展和计算需求的激增，推动了对英伟达AI加速硬件的强劲需求。特别是基于Blackwell架构的加速器，预计将为全球数据中心提供更强大的计算能力，特别是在AI训练和推理领域。随着生成式AI、大规模深度学习和高性能计算需求的不断增加，英伟达的GPU产品将继续占据市场主导地位。</p><ul style=\"\"><li><p><strong>高毛利率与高定价策略的维持</strong></p></li></ul><p>由于高性能GPU需求持续强劲，英伟达预计将维持接近70%的毛利率水平。尽管市场竞争者逐渐增多，英伟达凭借其独特的技术优势（如CUDA平台）和强大的研发能力，能够在定价上维持优势。此外，新一代A100和H100 GPU，以及基于Blackwell架构的加速卡，预计将以高端定价占领市场，确保公司在高毛利业务领域的稳定增长。</p><ul style=\"\"><li><p><strong>技术创新与战略投资</strong></p></li></ul><p>技术创新依然是英伟达成功的核心驱动力之一。随着Hopper架构和Grace处理器的落地，英伟达将进一步巩固其在AI加速和大数据处理领域的技术壁垒。此外，英伟达近期宣布将投入50亿美元进行战略投资，推动AI硬件供应链发展，进一步加大对数据中心市场的布局。</p><p>除了技术创新，英伟达还宣布了一项1000亿美元的投资承诺，帮助OpenAI建设10GW的超大规模数据中心，以应对日益增长的AI计算需求。这一投资进一步巩固了英伟达在全球AI计算市场的领导地位。</p><ul style=\"\"><li><p><strong>战略合作与全球基础设施建设</strong></p></li></ul><p>英伟达在全球范围内的战略合作不断深化。与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、现代和SK集团的合作不仅进一步扩展了英伟达在各大市场的布局，还加速了全球AI基础设施的建设。例如，微软将向阿联酋出口英伟达的最新AI芯片，并宣布将在该地区投资152亿美元推动AI技术的普及。而英伟达与韩国科技巨头的合作，则为推动当地AI技术的发展奠定了基础。</p><h2 id=\"id_1354639574\">机构观点</h2><p><strong>机构的乐观看法</strong></p><p>当前，大多数市场分析师对英伟达的前景持乐观态度。投资机构普遍认为，英伟达在AI芯片、数据中心加速硬件和AI应用软件领域的领导地位，将持续推动其业绩增长。随着AI技术的加速普及和计算需求的爆发，英伟达预计将在全球范围内继续扩大市场份额。</p><ul style=\"\"><li><p><strong><a href=\"https://laohu8.com/S/C\">花旗</a>分析师观点</strong>：花旗预计英伟达即将公布的业绩将轻松超越华尔街普遍预期，Q3季度销售额可能达到570亿美元，超出市场预期的550亿美元。花旗还预测，英伟达将在2024年Q4给出的销售指引也将超预期，预计将达到620亿美元。</p></li><li><p><strong>美银的看法</strong>：美银认为，当前市场对AI资本支出的疑虑实际上是一个反向利好，避免了板块过度拥挤。美银指出，尽管市场对AI泡沫的担忧依然存在，但英伟达的长期增长潜力依然强劲，尤其在AI芯片供不应求的情况下。</p></li></ul><p><strong>风险因素与未来展望</strong></p><p>尽管市场前景乐观，但仍存在一些风险因素需要注意：</p><ul style=\"\"><li><p><strong>竞争加剧</strong>：来自<a href=\"https://laohu8.com/S/AMD\">AMD</a>等竞争对手的挑战可能会影响英伟达在AI和游戏GPU领域的市场份额。</p></li><li><p><strong>新平台采用缓慢</strong>：如果数据中心和游戏领域对新平台的采纳进度未达到预期，可能会影响销售。</p></li><li><p><strong>市场波动性</strong>：汽车和数据中心市场的需求可能出现阶段性波动，给公司带来短期压力。</p></li></ul><h2 id=\"id_3900691151\">结论</h2><p>英伟达在2026财年Q3的财报前景相当乐观，预计其数据中心业务将继续强劲增长，技术创新和战略投资将巩固其在AI硬件市场的领导地位。同时，全球合作与基础设施建设的推进，为公司长期发展提供了强有力的支持。尽管市场可能面临一定的不确定性，英伟达的基本面依然强劲，未来几年其在AI行业中的领导地位将进一步巩固，继续吸引投资者的关注。</p><p><em>此内容根据Tiger AI数据生成，仅供参考。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6954d1dc2b34c5f605b752cf346a1934","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130160461","content_text":"英伟达将于11月19日（美股盘后）发布其2026财年Q3财报。根据老虎国际APP数据预测，英伟达Q3总收入547.8亿美元，同比增长约65%。每股收益预计为1.244美元，同比增长约67%。这一乐观的预期主要源自于全球对人工智能（AI）硬件需求的激增，尤其是英伟达在AI领域的技术创新和强劲的产品需求。随着AI技术的加速普及和企业对高性能计算需求的不断增加，英伟达的核心业务——数据中心业务，预计将继续驱动公司的增长。特别是基于Blackwell架构的加速卡和相关产品，将在Q3季度为公司带来显著的收入增长。上季度回顾英伟达在2026财年Q2的营收为467.43亿美元，同比增长56%。非GAAP调整后的每股收益（EPS）为1.05美元，同比增长54%。毛利率为72.7%，同比下降了3个百分点。各业务板块表现：数据中心：营收411亿美元，同比增长56%游戏和AI PC：营收43亿美元，同比增长49%专业可视化：营收6.01亿美元，同比增长32%汽车和机器人：营收5.86亿美元，同比增长69%对于第三季度，英伟达预计营收为540亿美元，波动范围为上下2%，毛利率预计为73.5%。此外，英伟达还宣布将追加600亿美元股票回购授权，以继续回馈股东。本季度看点数据中心业务持续增长：AI硬件需求激增英伟达的核心业务——数据中心，预计将继续保持强劲增长。全球AI技术的快速发展和计算需求的激增，推动了对英伟达AI加速硬件的强劲需求。特别是基于Blackwell架构的加速器，预计将为全球数据中心提供更强大的计算能力，特别是在AI训练和推理领域。随着生成式AI、大规模深度学习和高性能计算需求的不断增加，英伟达的GPU产品将继续占据市场主导地位。高毛利率与高定价策略的维持由于高性能GPU需求持续强劲，英伟达预计将维持接近70%的毛利率水平。尽管市场竞争者逐渐增多，英伟达凭借其独特的技术优势（如CUDA平台）和强大的研发能力，能够在定价上维持优势。此外，新一代A100和H100 GPU，以及基于Blackwell架构的加速卡，预计将以高端定价占领市场，确保公司在高毛利业务领域的稳定增长。技术创新与战略投资技术创新依然是英伟达成功的核心驱动力之一。随着Hopper架构和Grace处理器的落地，英伟达将进一步巩固其在AI加速和大数据处理领域的技术壁垒。此外，英伟达近期宣布将投入50亿美元进行战略投资，推动AI硬件供应链发展，进一步加大对数据中心市场的布局。除了技术创新，英伟达还宣布了一项1000亿美元的投资承诺，帮助OpenAI建设10GW的超大规模数据中心，以应对日益增长的AI计算需求。这一投资进一步巩固了英伟达在全球AI计算市场的领导地位。战略合作与全球基础设施建设英伟达在全球范围内的战略合作不断深化。与微软、三星、现代和SK集团的合作不仅进一步扩展了英伟达在各大市场的布局，还加速了全球AI基础设施的建设。例如，微软将向阿联酋出口英伟达的最新AI芯片，并宣布将在该地区投资152亿美元推动AI技术的普及。而英伟达与韩国科技巨头的合作，则为推动当地AI技术的发展奠定了基础。机构观点机构的乐观看法当前，大多数市场分析师对英伟达的前景持乐观态度。投资机构普遍认为，英伟达在AI芯片、数据中心加速硬件和AI应用软件领域的领导地位，将持续推动其业绩增长。随着AI技术的加速普及和计算需求的爆发，英伟达预计将在全球范围内继续扩大市场份额。花旗分析师观点：花旗预计英伟达即将公布的业绩将轻松超越华尔街普遍预期，Q3季度销售额可能达到570亿美元，超出市场预期的550亿美元。花旗还预测，英伟达将在2024年Q4给出的销售指引也将超预期，预计将达到620亿美元。美银的看法：美银认为，当前市场对AI资本支出的疑虑实际上是一个反向利好，避免了板块过度拥挤。美银指出，尽管市场对AI泡沫的担忧依然存在，但英伟达的长期增长潜力依然强劲，尤其在AI芯片供不应求的情况下。风险因素与未来展望尽管市场前景乐观，但仍存在一些风险因素需要注意：竞争加剧：来自AMD等竞争对手的挑战可能会影响英伟达在AI和游戏GPU领域的市场份额。新平台采用缓慢：如果数据中心和游戏领域对新平台的采纳进度未达到预期，可能会影响销售。市场波动性：汽车和数据中心市场的需求可能出现阶段性波动，给公司带来短期压力。结论英伟达在2026财年Q3的财报前景相当乐观，预计其数据中心业务将继续强劲增长，技术创新和战略投资将巩固其在AI硬件市场的领导地位。同时，全球合作与基础设施建设的推进，为公司长期发展提供了强有力的支持。尽管市场可能面临一定的不确定性，英伟达的基本面依然强劲，未来几年其在AI行业中的领导地位将进一步巩固，继续吸引投资者的关注。此内容根据Tiger AI数据生成，仅供参考。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540180415380202","authorId":"3540180415380202","name":"T202512250001","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3540180415380202","idStr":"3540180415380202"},"content":"2026财年，没错的","text":"2026财年，没错的","html":"2026财年，没错的"},{"author":{"id":"4174700280602642","authorId":"4174700280602642","name":"L 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16:00","market":"us","language":"zh","title":"财报前瞻 | AI驱动英伟达Q3增长无悬念，毛利率有望稳步攀升","url":"https://stock-news.laohu8.com/highlight/detail?id=1130160461","media":"财报Agent","summary":"根据老虎国际APP数据预测，英伟达Q3总收入547.8亿美元，同比增长约65%。此外，英伟达还宣布将追加600亿美元股票回购授权，以继续回馈股东。此外，英伟达近期宣布将投入50亿美元进行战略投资，推动AI硬件供应链发展，进一步加大对数据中心市场的布局。结论英伟达在2026财年Q3的财报前景相当乐观，预计其数据中心业务将继续强劲增长，技术创新和战略投资将巩固其在AI硬件市场的领导地位。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于11月19日（美股盘后）发布其2026财年Q3财报。根据老虎国际APP数据预测，英伟达Q3总收入547.8亿美元，同比增长约65%。每股收益预计为1.244美元，同比增长约67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1da497177f8d9b3aa19cc689ea45bc37\" tg-width=\"1179\" tg-height=\"640\"/></p><p>这一乐观的预期主要源自于全球对人工智能（AI）硬件需求的激增，尤其是英伟达在AI领域的技术创新和强劲的产品需求。</p><p>随着AI技术的加速普及和企业对高性能计算需求的不断增加，英伟达的核心业务——数据中心业务，预计将继续驱动公司的增长。特别是基于Blackwell架构的加速卡和相关产品，将在Q3季度为公司带来显著的收入增长。</p><h2 id=\"id_1428598777\">上季度回顾</h2><p>英伟达在2026财年<a href=\"https://laohu8.com/S/QTWO\">Q2</a>的营收为467.43亿美元，同比增长56%。非GAAP调整后的每股收益（EPS）为1.05美元，同比增长54%。毛利率为72.7%，同比下降了3个百分点。</p><h4 id=\"id_3180157084\">各业务板块表现：</h4><ul style=\"\"><li><p><strong>数据中心</strong>：营收411亿美元，同比增长56%</p></li><li><p><strong>游戏和AI PC</strong>：营收43亿美元，同比增长49%</p></li><li><p><strong>专业可视化</strong>：营收6.01亿美元，同比增长32%</p></li><li><p><strong>汽车和<a href=\"https://laohu8.com/S/300024\">机器人</a></strong>：营收5.86亿美元，同比增长69%</p></li></ul><p>对于第三季度，英伟达预计营收为540亿美元，波动范围为上下2%，毛利率预计为73.5%。此外，英伟达还宣布将追加600亿美元股票回购授权，以继续回馈股东。</p><h2 id=\"id_579084929\">本季度看点</h2><ul style=\"\"><li><p><strong>数据中心业务持续增长：AI硬件需求激增</strong></p></li></ul><p>英伟达的核心业务——数据中心，预计将继续保持强劲增长。全球AI技术的快速发展和计算需求的激增，推动了对英伟达AI加速硬件的强劲需求。特别是基于Blackwell架构的加速器，预计将为全球数据中心提供更强大的计算能力，特别是在AI训练和推理领域。随着生成式AI、大规模深度学习和高性能计算需求的不断增加，英伟达的GPU产品将继续占据市场主导地位。</p><ul style=\"\"><li><p><strong>高毛利率与高定价策略的维持</strong></p></li></ul><p>由于高性能GPU需求持续强劲，英伟达预计将维持接近70%的毛利率水平。尽管市场竞争者逐渐增多，英伟达凭借其独特的技术优势（如CUDA平台）和强大的研发能力，能够在定价上维持优势。此外，新一代A100和H100 GPU，以及基于Blackwell架构的加速卡，预计将以高端定价占领市场，确保公司在高毛利业务领域的稳定增长。</p><ul style=\"\"><li><p><strong>技术创新与战略投资</strong></p></li></ul><p>技术创新依然是英伟达成功的核心驱动力之一。随着Hopper架构和Grace处理器的落地，英伟达将进一步巩固其在AI加速和大数据处理领域的技术壁垒。此外，英伟达近期宣布将投入50亿美元进行战略投资，推动AI硬件供应链发展，进一步加大对数据中心市场的布局。</p><p>除了技术创新，英伟达还宣布了一项1000亿美元的投资承诺，帮助OpenAI建设10GW的超大规模数据中心，以应对日益增长的AI计算需求。这一投资进一步巩固了英伟达在全球AI计算市场的领导地位。</p><ul style=\"\"><li><p><strong>战略合作与全球基础设施建设</strong></p></li></ul><p>英伟达在全球范围内的战略合作不断深化。与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、现代和SK集团的合作不仅进一步扩展了英伟达在各大市场的布局，还加速了全球AI基础设施的建设。例如，微软将向阿联酋出口英伟达的最新AI芯片，并宣布将在该地区投资152亿美元推动AI技术的普及。而英伟达与韩国科技巨头的合作，则为推动当地AI技术的发展奠定了基础。</p><h2 id=\"id_1354639574\">机构观点</h2><p><strong>机构的乐观看法</strong></p><p>当前，大多数市场分析师对英伟达的前景持乐观态度。投资机构普遍认为，英伟达在AI芯片、数据中心加速硬件和AI应用软件领域的领导地位，将持续推动其业绩增长。随着AI技术的加速普及和计算需求的爆发，英伟达预计将在全球范围内继续扩大市场份额。</p><ul style=\"\"><li><p><strong><a href=\"https://laohu8.com/S/C\">花旗</a>分析师观点</strong>：花旗预计英伟达即将公布的业绩将轻松超越华尔街普遍预期，Q3季度销售额可能达到570亿美元，超出市场预期的550亿美元。花旗还预测，英伟达将在2024年Q4给出的销售指引也将超预期，预计将达到620亿美元。</p></li><li><p><strong>美银的看法</strong>：美银认为，当前市场对AI资本支出的疑虑实际上是一个反向利好，避免了板块过度拥挤。美银指出，尽管市场对AI泡沫的担忧依然存在，但英伟达的长期增长潜力依然强劲，尤其在AI芯片供不应求的情况下。</p></li></ul><p><strong>风险因素与未来展望</strong></p><p>尽管市场前景乐观，但仍存在一些风险因素需要注意：</p><ul style=\"\"><li><p><strong>竞争加剧</strong>：来自<a href=\"https://laohu8.com/S/AMD\">AMD</a>等竞争对手的挑战可能会影响英伟达在AI和游戏GPU领域的市场份额。</p></li><li><p><strong>新平台采用缓慢</strong>：如果数据中心和游戏领域对新平台的采纳进度未达到预期，可能会影响销售。</p></li><li><p><strong>市场波动性</strong>：汽车和数据中心市场的需求可能出现阶段性波动，给公司带来短期压力。</p></li></ul><h2 id=\"id_3900691151\">结论</h2><p>英伟达在2026财年Q3的财报前景相当乐观，预计其数据中心业务将继续强劲增长，技术创新和战略投资将巩固其在AI硬件市场的领导地位。同时，全球合作与基础设施建设的推进，为公司长期发展提供了强有力的支持。尽管市场可能面临一定的不确定性，英伟达的基本面依然强劲，未来几年其在AI行业中的领导地位将进一步巩固，继续吸引投资者的关注。</p><p><em>此内容根据Tiger AI数据生成，仅供参考。</em></p></body></html>","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>财报前瞻 | AI驱动英伟达Q3增长无悬念，毛利率有望稳步攀升</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; 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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财报前瞻 | AI驱动英伟达Q3增长无悬念，毛利率有望稳步攀升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-11-12 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于11月19日（美股盘后）发布其2026财年Q3财报。根据老虎国际APP数据预测，英伟达Q3总收入547.8亿美元，同比增长约65%。每股收益预计为1.244美元，同比增长约67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1da497177f8d9b3aa19cc689ea45bc37\" tg-width=\"1179\" tg-height=\"640\"/></p><p>这一乐观的预期主要源自于全球对人工智能（AI）硬件需求的激增，尤其是英伟达在AI领域的技术创新和强劲的产品需求。</p><p>随着AI技术的加速普及和企业对高性能计算需求的不断增加，英伟达的核心业务——数据中心业务，预计将继续驱动公司的增长。特别是基于Blackwell架构的加速卡和相关产品，将在Q3季度为公司带来显著的收入增长。</p><h2 id=\"id_1428598777\">上季度回顾</h2><p>英伟达在2026财年<a href=\"https://laohu8.com/S/QTWO\">Q2</a>的营收为467.43亿美元，同比增长56%。非GAAP调整后的每股收益（EPS）为1.05美元，同比增长54%。毛利率为72.7%，同比下降了3个百分点。</p><h4 id=\"id_3180157084\">各业务板块表现：</h4><ul style=\"\"><li><p><strong>数据中心</strong>：营收411亿美元，同比增长56%</p></li><li><p><strong>游戏和AI PC</strong>：营收43亿美元，同比增长49%</p></li><li><p><strong>专业可视化</strong>：营收6.01亿美元，同比增长32%</p></li><li><p><strong>汽车和<a href=\"https://laohu8.com/S/300024\">机器人</a></strong>：营收5.86亿美元，同比增长69%</p></li></ul><p>对于第三季度，英伟达预计营收为540亿美元，波动范围为上下2%，毛利率预计为73.5%。此外，英伟达还宣布将追加600亿美元股票回购授权，以继续回馈股东。</p><h2 id=\"id_579084929\">本季度看点</h2><ul style=\"\"><li><p><strong>数据中心业务持续增长：AI硬件需求激增</strong></p></li></ul><p>英伟达的核心业务——数据中心，预计将继续保持强劲增长。全球AI技术的快速发展和计算需求的激增，推动了对英伟达AI加速硬件的强劲需求。特别是基于Blackwell架构的加速器，预计将为全球数据中心提供更强大的计算能力，特别是在AI训练和推理领域。随着生成式AI、大规模深度学习和高性能计算需求的不断增加，英伟达的GPU产品将继续占据市场主导地位。</p><ul style=\"\"><li><p><strong>高毛利率与高定价策略的维持</strong></p></li></ul><p>由于高性能GPU需求持续强劲，英伟达预计将维持接近70%的毛利率水平。尽管市场竞争者逐渐增多，英伟达凭借其独特的技术优势（如CUDA平台）和强大的研发能力，能够在定价上维持优势。此外，新一代A100和H100 GPU，以及基于Blackwell架构的加速卡，预计将以高端定价占领市场，确保公司在高毛利业务领域的稳定增长。</p><ul style=\"\"><li><p><strong>技术创新与战略投资</strong></p></li></ul><p>技术创新依然是英伟达成功的核心驱动力之一。随着Hopper架构和Grace处理器的落地，英伟达将进一步巩固其在AI加速和大数据处理领域的技术壁垒。此外，英伟达近期宣布将投入50亿美元进行战略投资，推动AI硬件供应链发展，进一步加大对数据中心市场的布局。</p><p>除了技术创新，英伟达还宣布了一项1000亿美元的投资承诺，帮助OpenAI建设10GW的超大规模数据中心，以应对日益增长的AI计算需求。这一投资进一步巩固了英伟达在全球AI计算市场的领导地位。</p><ul style=\"\"><li><p><strong>战略合作与全球基础设施建设</strong></p></li></ul><p>英伟达在全球范围内的战略合作不断深化。与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、现代和SK集团的合作不仅进一步扩展了英伟达在各大市场的布局，还加速了全球AI基础设施的建设。例如，微软将向阿联酋出口英伟达的最新AI芯片，并宣布将在该地区投资152亿美元推动AI技术的普及。而英伟达与韩国科技巨头的合作，则为推动当地AI技术的发展奠定了基础。</p><h2 id=\"id_1354639574\">机构观点</h2><p><strong>机构的乐观看法</strong></p><p>当前，大多数市场分析师对英伟达的前景持乐观态度。投资机构普遍认为，英伟达在AI芯片、数据中心加速硬件和AI应用软件领域的领导地位，将持续推动其业绩增长。随着AI技术的加速普及和计算需求的爆发，英伟达预计将在全球范围内继续扩大市场份额。</p><ul style=\"\"><li><p><strong><a href=\"https://laohu8.com/S/C\">花旗</a>分析师观点</strong>：花旗预计英伟达即将公布的业绩将轻松超越华尔街普遍预期，Q3季度销售额可能达到570亿美元，超出市场预期的550亿美元。花旗还预测，英伟达将在2024年Q4给出的销售指引也将超预期，预计将达到620亿美元。</p></li><li><p><strong>美银的看法</strong>：美银认为，当前市场对AI资本支出的疑虑实际上是一个反向利好，避免了板块过度拥挤。美银指出，尽管市场对AI泡沫的担忧依然存在，但英伟达的长期增长潜力依然强劲，尤其在AI芯片供不应求的情况下。</p></li></ul><p><strong>风险因素与未来展望</strong></p><p>尽管市场前景乐观，但仍存在一些风险因素需要注意：</p><ul style=\"\"><li><p><strong>竞争加剧</strong>：来自<a href=\"https://laohu8.com/S/AMD\">AMD</a>等竞争对手的挑战可能会影响英伟达在AI和游戏GPU领域的市场份额。</p></li><li><p><strong>新平台采用缓慢</strong>：如果数据中心和游戏领域对新平台的采纳进度未达到预期，可能会影响销售。</p></li><li><p><strong>市场波动性</strong>：汽车和数据中心市场的需求可能出现阶段性波动，给公司带来短期压力。</p></li></ul><h2 id=\"id_3900691151\">结论</h2><p>英伟达在2026财年Q3的财报前景相当乐观，预计其数据中心业务将继续强劲增长，技术创新和战略投资将巩固其在AI硬件市场的领导地位。同时，全球合作与基础设施建设的推进，为公司长期发展提供了强有力的支持。尽管市场可能面临一定的不确定性，英伟达的基本面依然强劲，未来几年其在AI行业中的领导地位将进一步巩固，继续吸引投资者的关注。</p><p><em>此内容根据Tiger AI数据生成，仅供参考。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6954d1dc2b34c5f605b752cf346a1934","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130160461","content_text":"英伟达将于11月19日（美股盘后）发布其2026财年Q3财报。根据老虎国际APP数据预测，英伟达Q3总收入547.8亿美元，同比增长约65%。每股收益预计为1.244美元，同比增长约67%。这一乐观的预期主要源自于全球对人工智能（AI）硬件需求的激增，尤其是英伟达在AI领域的技术创新和强劲的产品需求。随着AI技术的加速普及和企业对高性能计算需求的不断增加，英伟达的核心业务——数据中心业务，预计将继续驱动公司的增长。特别是基于Blackwell架构的加速卡和相关产品，将在Q3季度为公司带来显著的收入增长。上季度回顾英伟达在2026财年Q2的营收为467.43亿美元，同比增长56%。非GAAP调整后的每股收益（EPS）为1.05美元，同比增长54%。毛利率为72.7%，同比下降了3个百分点。各业务板块表现：数据中心：营收411亿美元，同比增长56%游戏和AI PC：营收43亿美元，同比增长49%专业可视化：营收6.01亿美元，同比增长32%汽车和机器人：营收5.86亿美元，同比增长69%对于第三季度，英伟达预计营收为540亿美元，波动范围为上下2%，毛利率预计为73.5%。此外，英伟达还宣布将追加600亿美元股票回购授权，以继续回馈股东。本季度看点数据中心业务持续增长：AI硬件需求激增英伟达的核心业务——数据中心，预计将继续保持强劲增长。全球AI技术的快速发展和计算需求的激增，推动了对英伟达AI加速硬件的强劲需求。特别是基于Blackwell架构的加速器，预计将为全球数据中心提供更强大的计算能力，特别是在AI训练和推理领域。随着生成式AI、大规模深度学习和高性能计算需求的不断增加，英伟达的GPU产品将继续占据市场主导地位。高毛利率与高定价策略的维持由于高性能GPU需求持续强劲，英伟达预计将维持接近70%的毛利率水平。尽管市场竞争者逐渐增多，英伟达凭借其独特的技术优势（如CUDA平台）和强大的研发能力，能够在定价上维持优势。此外，新一代A100和H100 GPU，以及基于Blackwell架构的加速卡，预计将以高端定价占领市场，确保公司在高毛利业务领域的稳定增长。技术创新与战略投资技术创新依然是英伟达成功的核心驱动力之一。随着Hopper架构和Grace处理器的落地，英伟达将进一步巩固其在AI加速和大数据处理领域的技术壁垒。此外，英伟达近期宣布将投入50亿美元进行战略投资，推动AI硬件供应链发展，进一步加大对数据中心市场的布局。除了技术创新，英伟达还宣布了一项1000亿美元的投资承诺，帮助OpenAI建设10GW的超大规模数据中心，以应对日益增长的AI计算需求。这一投资进一步巩固了英伟达在全球AI计算市场的领导地位。战略合作与全球基础设施建设英伟达在全球范围内的战略合作不断深化。与微软、三星、现代和SK集团的合作不仅进一步扩展了英伟达在各大市场的布局，还加速了全球AI基础设施的建设。例如，微软将向阿联酋出口英伟达的最新AI芯片，并宣布将在该地区投资152亿美元推动AI技术的普及。而英伟达与韩国科技巨头的合作，则为推动当地AI技术的发展奠定了基础。机构观点机构的乐观看法当前，大多数市场分析师对英伟达的前景持乐观态度。投资机构普遍认为，英伟达在AI芯片、数据中心加速硬件和AI应用软件领域的领导地位，将持续推动其业绩增长。随着AI技术的加速普及和计算需求的爆发，英伟达预计将在全球范围内继续扩大市场份额。花旗分析师观点：花旗预计英伟达即将公布的业绩将轻松超越华尔街普遍预期，Q3季度销售额可能达到570亿美元，超出市场预期的550亿美元。花旗还预测，英伟达将在2024年Q4给出的销售指引也将超预期，预计将达到620亿美元。美银的看法：美银认为，当前市场对AI资本支出的疑虑实际上是一个反向利好，避免了板块过度拥挤。美银指出，尽管市场对AI泡沫的担忧依然存在，但英伟达的长期增长潜力依然强劲，尤其在AI芯片供不应求的情况下。风险因素与未来展望尽管市场前景乐观，但仍存在一些风险因素需要注意：竞争加剧：来自AMD等竞争对手的挑战可能会影响英伟达在AI和游戏GPU领域的市场份额。新平台采用缓慢：如果数据中心和游戏领域对新平台的采纳进度未达到预期，可能会影响销售。市场波动性：汽车和数据中心市场的需求可能出现阶段性波动，给公司带来短期压力。结论英伟达在2026财年Q3的财报前景相当乐观，预计其数据中心业务将继续强劲增长，技术创新和战略投资将巩固其在AI硬件市场的领导地位。同时，全球合作与基础设施建设的推进，为公司长期发展提供了强有力的支持。尽管市场可能面临一定的不确定性，英伟达的基本面依然强劲，未来几年其在AI行业中的领导地位将进一步巩固，继续吸引投资者的关注。此内容根据Tiger AI数据生成，仅供参考。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540180415380202","authorId":"3540180415380202","name":"T202512250001","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3540180415380202","idStr":"3540180415380202"},"content":"2026财年，没错的","text":"2026财年，没错的","html":"2026财年，没错的"},{"author":{"id":"4174700280602642","authorId":"4174700280602642","name":"L 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