AI“总舵主”英伟达Q3业绩出炉，盘后股价竟下挫？_老虎社区_美港股上老虎

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...

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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":"LU2065169927.USD","symbol_name":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","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, 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hours?","themeId":"bcd325cce73bd7ce046672042277f82a","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDX":0.6,"NVDA":1,"NVDU":0.6,"NVDS.UK":0.6,"NVDY":0.6},"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 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