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三更穷五更富

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- 三更穷五更富三更穷五更富
  ·06-13
  $SpaceX(SPCX)$ 下来点还没上车呢[财迷]
  166 4
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- 三更穷五更富三更穷五更富
  ·06-12
  $SpaceX(SPCX)$ 冲冲冲
  220 评论
  点赞
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- 三更穷五更富三更穷五更富
  ·06-01
  $特斯拉(TSLA)$ 一潭死水
  424 评论
  2
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- 三更穷五更富三更穷五更富
  ·05-21
  直接说割韭菜就完事了
  英伟达业绩创下最佳的一次“超预期”，为何华尔街还嫌不“完美”？
  英伟达盘后下跌，当"超预期"成为常态，市场要的不再是另一张漂亮成绩单，而是能重新抬高长期增长曲线的新故事。
  英伟达业绩创下最佳的一次“超预期”，为何华尔街还嫌不“完美”？
  619 评论
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- 三更穷五更富三更穷五更富
  ·05-21
  $英伟达(NVDA)$ 财报出了，又要下跌了？
  9,755 9
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- 三更穷五更富三更穷五更富
  ·05-20
  $特斯拉(TSLA)$ 现在开盘半个小时就跳水😜
  749 评论
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- 三更穷五更富三更穷五更富
  ·05-07
  怎么样了
  @Sumire_9572：
  $高通(QCOM)$ 沽空时刻！！！180-
  $高通(QCOM)$ 沽空时刻！！！180-
  695 评论
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- 三更穷五更富三更穷五更富
  ·05-06
  $美国超微公司(AMD)$ 疯了吧哈哈哈
  803 评论
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- 三更穷五更富三更穷五更富
  ·04-16
  空头太多先拉爆别犹豫
  1,081 评论
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- 三更穷五更富三更穷五更富
  ·04-01
  $特斯拉(TSLA)$ 一绝风尘
  1,233 评论
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14:14","market":"nz","language":"zh","title":"英伟达业绩创下最佳的一次“超预期”，为何华尔街还嫌不“完美”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2637047068","media":"华尔街见闻","summary":"英伟达盘后下跌，当\"超预期\"成为常态，市场要的不再是另一张漂亮成绩单，而是能重新抬高长期增长曲线的新故事。","content":"<html><head></head><body><blockquote><p>英伟达盘后下跌，当&#34;超预期&#34;成为常态，市场要的不再是另一张漂亮成绩单，而是能重新抬高长期增长曲线的新故事。</p></blockquote><p style=\"text-align: left;\">英伟达又一次交出“超预期业绩加上调指引”的成绩单，但市场反应显示，对全球AI龙头而言，强劲增长已不再自动等于股价上涨。</p><p style=\"text-align: left;\">英伟达财年第一季度营收为816亿美元，高于市场预期的790亿美元，同比增长85%；调整后每股收益为1.87美元，高于预期的1.75美元。公司预计7月季度营收为910亿美元，也高于FactSet共识预期的873亿美元。</p><p style=\"text-align: left;\">即便如此，英伟达股价周三盘后最终下跌约1%。公司给出的调整后毛利率目标为75%，与最近一个季度持平，没有出现市场担忧的利润率收缩，但仍未能推动股价走高。</p><p style=\"text-align: left;\">Direxion产品与策略高级副总裁Ryan Lee写道，“市场要求世界最大公司做到完美。”Direxion资本市场负责人Jake Behan补充称，<strong>当预期已经如此之高时，即使一份强劲财报，如果没有实质性抬高长期前景，也可能压制股价。</strong></p><h2 id=\"id_1105007441\" style=\"text-align: left;\">业绩全面高于预期，但“惊喜”不再稀缺</h2><p style=\"text-align: left;\">英伟达本季度核心指标几乎全面超过华尔街预期。营收同比增速从上一季度的73.2%加快至85%，也高于去年11月季度62%的同比增速。调整后每股收益同样高于市场预期。</p><p style=\"text-align: left;\">数据中心仍是最大支柱。财年第一季度数据中心收入为752亿美元，同比增长92%，环比增长21%，高于FactSet预期的731亿美元。公司称增长来自Blackwell架构的持续强劲需求。</p><p style=\"text-align: left;\">Investing.com分析师Thomas Monteiro认为，<strong>这是英伟达最近几个季度中“最干净的一次超预期”，因为业绩不仅跨过了很高的门槛，也回应了市场围绕AI交易的一些更大疑问。</strong>他认为，目前没有看到需求放缓的明显迹象。</p><p style=\"text-align: left;\">但投资者的反应更谨慎。Jefferies交易台分析师Jeffrey Favuzza将盘后走势称为一场<strong>“knife fight”</strong>。他认为，这<strong>份财报之后，买方对2027年和2028年的盈利预期未必会明显上调。</strong></p><h2 id=\"id_1051977213\" style=\"text-align: left;\">数据中心仍在加速，网络业务成为关键支撑</h2><p style=\"text-align: left;\">英伟达增长的质量，更多体现在数据中心内部结构上。除GPU需求外，网络业务正在成为更重要的收入来源。</p><p style=\"text-align: left;\">公司本季度数据中心网络收入达到148亿美元，创下纪录，同比增长199%，环比增长35%，高于分析师预期的140亿美元。更广义的计算与网络业务收入为756亿美元，同比增长88%，环比增长21%。</p><p style=\"text-align: left;\">CFO Colette Kress在电话会上表示，<strong>Blackwell架构已经“无处不在”，并被主要超大规模云厂商，云服务商和主要模型开发商采用和部署。她还提到，OpenAI的新GPT-5.5模型依赖Blackwell。</strong></p><p style=\"text-align: left;\">这对市场很重要。AI基础设施支出不再只是购买单一芯片，而是转向系统，网络和集群能力。Monteiro称，英伟达正在捕捉AI建设中更大份额的支出，客户不仅购买芯片，也购买连接和扩展这些芯片的系统。</p><h2 id=\"id_3870000170\" style=\"text-align: left;\">华尔街寻找新叙事：CPU，推理和智能体AI</h2><p style=\"text-align: left;\">英伟达最熟悉的投资叙事是GPU，但华尔街正在要求更多。HSBC的Frank Lee此前写道，GPU动能已经成为“相对不那么有意义”的投资叙事，因为云公司AI资本开支正流向更多领域，包括内存，网络和服务器CPU。</p><p style=\"text-align: left;\">英伟达试图给出新的增长路径。随着AI从训练转向推理，并进一步进入智能体AI阶段，CPU的重要性上升。Jensen Huang在电话会上表示，未来可能会出现数十亿个AI智能体，推理硬件需求将随之增加。他称，“思考”发生在GPU上，而编排基本运行在CPU上。</p><p style=\"text-align: left;\"><strong>Colette Kress表示，Vera CPU为英伟达打开了一个全新的2000亿美元可服务市场。</strong>她还称，公司今年对CPU收入已有接近200亿美元的可见度，这将为英伟达成为全球领先CPU供应商奠定基础。</p><p style=\"text-align: left;\">英伟达的Vera CPU将与下一代Rubin GPU协同工作。Jensen Huang表示，公司预计销售“数百万个Rubin”，并且每两个Rubin将连接一个Vera。这意味着CPU并非简单替代GPU，而是嵌入英伟达的系统级销售模式。</p><h2 id=\"id_1963357280\" style=\"text-align: left;\">股东回报大幅提高，但仍有人嫌不够</h2><p style=\"text-align: left;\">英伟达同时试图通过资本回报扩大投资者基础。公司宣布将股票回购计划增加800亿美元，加上此前授权中剩余的385亿美元，回购空间进一步扩大。</p><p style=\"text-align: left;\">财年第一季度，英伟达回购金额为193.1亿美元，是上一季度38.2亿美元的四倍多，也较上年同期增长37%。公司还将季度股息从每股0.01美元提高至0.25美元，隐含股息率从0.02%升至0.45%。</p><p style=\"text-align: left;\">这回应了部分投资者诉求。BofA的Vivek Arya此前写道，英伟达股票已被约78%的主动型基金经理持有，较大的既有持仓可能使未来股价上涨面临挑战；其他大型科技公司曾通过提高现金回报吸引股息和收入型投资者。</p><p style=\"text-align: left;\">但回报力度仍未完全满足市场。Jeffrey Favuzza称，<strong>对部分投资者而言，800亿美元回购“略低于预期”。</strong>据Birinyi Associates截至4月中旬的数据，只有苹果曾宣布过规模更大的回购授权。</p><h2 id=\"id_1474008724\" style=\"text-align: left;\">更大的考验在长期预期</h2><p style=\"text-align: left;\">这份财报没有显示AI需求放缓，也没有显示毛利率承压，但它没有完全解除华尔街的长期疑虑。</p><p style=\"text-align: left;\">Gabelli Funds投资组合经理John Belton此前表示，英伟达是AI资本开支的主要受益者，但未来几年关键问题是这些资本开支是否能产生回报。他称，最新一轮财报后，超大规模云厂商今年AI支出趋势指向约7000亿美元。</p><p style=\"text-align: left;\"><strong>客户集中度也是风险点。</strong>Belton表示，英伟达约一半收入来自少数超大规模客户，而这些客户正在显著消耗自由现金流。投资者将关注英伟达是否能扩大客户基础。</p><p style=\"text-align: left;\">英伟达也在调整披露框架。公司将报告结构改为“数据中心”和“边缘计算”两大类，数据中心再细分为超大规模云厂商以及ACIE，即AI云，工业和企业。Founder ETFs投资组合经理Michael Monaghan称，这一变化显示出Jensen Huang眼中的增长方向，主权AI，企业和物理AI已经大到值得单独披露。</p><p style=\"text-align: left;\">因此，英伟达的问题不是业绩不强，而是强劲已被充分预期。对华尔街而言，下一步需要看到的不是又一次超预期，而是足以重新抬高长期增长曲线的新证据。</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>英伟达业绩创下最佳的一次“超预期”，为何华尔街还嫌不“完美”？</title>\n<style 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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英伟达业绩创下最佳的一次“超预期”，为何华尔街还嫌不“完美”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-21 14:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英伟达盘后下跌，当&#34;超预期&#34;成为常态，市场要的不再是另一张漂亮成绩单，而是能重新抬高长期增长曲线的新故事。</p></blockquote><p style=\"text-align: left;\">英伟达又一次交出“超预期业绩加上调指引”的成绩单，但市场反应显示，对全球AI龙头而言，强劲增长已不再自动等于股价上涨。</p><p style=\"text-align: left;\">英伟达财年第一季度营收为816亿美元，高于市场预期的790亿美元，同比增长85%；调整后每股收益为1.87美元，高于预期的1.75美元。公司预计7月季度营收为910亿美元，也高于FactSet共识预期的873亿美元。</p><p style=\"text-align: left;\">即便如此，英伟达股价周三盘后最终下跌约1%。公司给出的调整后毛利率目标为75%，与最近一个季度持平，没有出现市场担忧的利润率收缩，但仍未能推动股价走高。</p><p style=\"text-align: left;\">Direxion产品与策略高级副总裁Ryan Lee写道，“市场要求世界最大公司做到完美。”Direxion资本市场负责人Jake Behan补充称，<strong>当预期已经如此之高时，即使一份强劲财报，如果没有实质性抬高长期前景，也可能压制股价。</strong></p><h2 id=\"id_1105007441\" style=\"text-align: left;\">业绩全面高于预期，但“惊喜”不再稀缺</h2><p style=\"text-align: left;\">英伟达本季度核心指标几乎全面超过华尔街预期。营收同比增速从上一季度的73.2%加快至85%，也高于去年11月季度62%的同比增速。调整后每股收益同样高于市场预期。</p><p style=\"text-align: left;\">数据中心仍是最大支柱。财年第一季度数据中心收入为752亿美元，同比增长92%，环比增长21%，高于FactSet预期的731亿美元。公司称增长来自Blackwell架构的持续强劲需求。</p><p style=\"text-align: left;\">Investing.com分析师Thomas Monteiro认为，<strong>这是英伟达最近几个季度中“最干净的一次超预期”，因为业绩不仅跨过了很高的门槛，也回应了市场围绕AI交易的一些更大疑问。</strong>他认为，目前没有看到需求放缓的明显迹象。</p><p style=\"text-align: left;\">但投资者的反应更谨慎。Jefferies交易台分析师Jeffrey Favuzza将盘后走势称为一场<strong>“knife fight”</strong>。他认为，这<strong>份财报之后，买方对2027年和2028年的盈利预期未必会明显上调。</strong></p><h2 id=\"id_1051977213\" style=\"text-align: left;\">数据中心仍在加速，网络业务成为关键支撑</h2><p style=\"text-align: left;\">英伟达增长的质量，更多体现在数据中心内部结构上。除GPU需求外，网络业务正在成为更重要的收入来源。</p><p style=\"text-align: left;\">公司本季度数据中心网络收入达到148亿美元，创下纪录，同比增长199%，环比增长35%，高于分析师预期的140亿美元。更广义的计算与网络业务收入为756亿美元，同比增长88%，环比增长21%。</p><p style=\"text-align: left;\">CFO Colette Kress在电话会上表示，<strong>Blackwell架构已经“无处不在”，并被主要超大规模云厂商，云服务商和主要模型开发商采用和部署。她还提到，OpenAI的新GPT-5.5模型依赖Blackwell。</strong></p><p style=\"text-align: left;\">这对市场很重要。AI基础设施支出不再只是购买单一芯片，而是转向系统，网络和集群能力。Monteiro称，英伟达正在捕捉AI建设中更大份额的支出，客户不仅购买芯片，也购买连接和扩展这些芯片的系统。</p><h2 id=\"id_3870000170\" style=\"text-align: left;\">华尔街寻找新叙事：CPU，推理和智能体AI</h2><p style=\"text-align: left;\">英伟达最熟悉的投资叙事是GPU，但华尔街正在要求更多。HSBC的Frank Lee此前写道，GPU动能已经成为“相对不那么有意义”的投资叙事，因为云公司AI资本开支正流向更多领域，包括内存，网络和服务器CPU。</p><p style=\"text-align: left;\">英伟达试图给出新的增长路径。随着AI从训练转向推理，并进一步进入智能体AI阶段，CPU的重要性上升。Jensen Huang在电话会上表示，未来可能会出现数十亿个AI智能体，推理硬件需求将随之增加。他称，“思考”发生在GPU上，而编排基本运行在CPU上。</p><p style=\"text-align: left;\"><strong>Colette Kress表示，Vera CPU为英伟达打开了一个全新的2000亿美元可服务市场。</strong>她还称，公司今年对CPU收入已有接近200亿美元的可见度，这将为英伟达成为全球领先CPU供应商奠定基础。</p><p style=\"text-align: left;\">英伟达的Vera CPU将与下一代Rubin GPU协同工作。Jensen Huang表示，公司预计销售“数百万个Rubin”，并且每两个Rubin将连接一个Vera。这意味着CPU并非简单替代GPU，而是嵌入英伟达的系统级销售模式。</p><h2 id=\"id_1963357280\" style=\"text-align: left;\">股东回报大幅提高，但仍有人嫌不够</h2><p style=\"text-align: left;\">英伟达同时试图通过资本回报扩大投资者基础。公司宣布将股票回购计划增加800亿美元，加上此前授权中剩余的385亿美元，回购空间进一步扩大。</p><p style=\"text-align: left;\">财年第一季度，英伟达回购金额为193.1亿美元，是上一季度38.2亿美元的四倍多，也较上年同期增长37%。公司还将季度股息从每股0.01美元提高至0.25美元，隐含股息率从0.02%升至0.45%。</p><p style=\"text-align: left;\">这回应了部分投资者诉求。BofA的Vivek Arya此前写道，英伟达股票已被约78%的主动型基金经理持有，较大的既有持仓可能使未来股价上涨面临挑战；其他大型科技公司曾通过提高现金回报吸引股息和收入型投资者。</p><p style=\"text-align: left;\">但回报力度仍未完全满足市场。Jeffrey Favuzza称，<strong>对部分投资者而言，800亿美元回购“略低于预期”。</strong>据Birinyi Associates截至4月中旬的数据，只有苹果曾宣布过规模更大的回购授权。</p><h2 id=\"id_1474008724\" style=\"text-align: left;\">更大的考验在长期预期</h2><p style=\"text-align: left;\">这份财报没有显示AI需求放缓，也没有显示毛利率承压，但它没有完全解除华尔街的长期疑虑。</p><p style=\"text-align: left;\">Gabelli Funds投资组合经理John Belton此前表示，英伟达是AI资本开支的主要受益者，但未来几年关键问题是这些资本开支是否能产生回报。他称，最新一轮财报后，超大规模云厂商今年AI支出趋势指向约7000亿美元。</p><p style=\"text-align: left;\"><strong>客户集中度也是风险点。</strong>Belton表示，英伟达约一半收入来自少数超大规模客户，而这些客户正在显著消耗自由现金流。投资者将关注英伟达是否能扩大客户基础。</p><p style=\"text-align: left;\">英伟达也在调整披露框架。公司将报告结构改为“数据中心”和“边缘计算”两大类，数据中心再细分为超大规模云厂商以及ACIE，即AI云，工业和企业。Founder ETFs投资组合经理Michael Monaghan称，这一变化显示出Jensen Huang眼中的增长方向，主权AI，企业和物理AI已经大到值得单独披露。</p><p style=\"text-align: left;\">因此，英伟达的问题不是业绩不强，而是强劲已被充分预期。对华尔街而言，下一步需要看到的不是又一次超预期，而是足以重新抬高长期增长曲线的新证据。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94518631ea8630131b1a8562c1b55bdd","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4554":"元宇宙及AR概念","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE 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fight”。他认为，这份财报之后，买方对2027年和2028年的盈利预期未必会明显上调。数据中心仍在加速，网络业务成为关键支撑英伟达增长的质量，更多体现在数据中心内部结构上。除GPU需求外，网络业务正在成为更重要的收入来源。公司本季度数据中心网络收入达到148亿美元，创下纪录，同比增长199%，环比增长35%，高于分析师预期的140亿美元。更广义的计算与网络业务收入为756亿美元，同比增长88%，环比增长21%。CFO Colette Kress在电话会上表示，Blackwell架构已经“无处不在”，并被主要超大规模云厂商，云服务商和主要模型开发商采用和部署。她还提到，OpenAI的新GPT-5.5模型依赖Blackwell。这对市场很重要。AI基础设施支出不再只是购买单一芯片，而是转向系统，网络和集群能力。Monteiro称，英伟达正在捕捉AI建设中更大份额的支出，客户不仅购买芯片，也购买连接和扩展这些芯片的系统。华尔街寻找新叙事：CPU，推理和智能体AI英伟达最熟悉的投资叙事是GPU，但华尔街正在要求更多。HSBC的Frank Lee此前写道，GPU动能已经成为“相对不那么有意义”的投资叙事，因为云公司AI资本开支正流向更多领域，包括内存，网络和服务器CPU。英伟达试图给出新的增长路径。随着AI从训练转向推理，并进一步进入智能体AI阶段，CPU的重要性上升。Jensen Huang在电话会上表示，未来可能会出现数十亿个AI智能体，推理硬件需求将随之增加。他称，“思考”发生在GPU上，而编排基本运行在CPU上。Colette Kress表示，Vera CPU为英伟达打开了一个全新的2000亿美元可服务市场。她还称，公司今年对CPU收入已有接近200亿美元的可见度，这将为英伟达成为全球领先CPU供应商奠定基础。英伟达的Vera CPU将与下一代Rubin GPU协同工作。Jensen Huang表示，公司预计销售“数百万个Rubin”，并且每两个Rubin将连接一个Vera。这意味着CPU并非简单替代GPU，而是嵌入英伟达的系统级销售模式。股东回报大幅提高，但仍有人嫌不够英伟达同时试图通过资本回报扩大投资者基础。公司宣布将股票回购计划增加800亿美元，加上此前授权中剩余的385亿美元，回购空间进一步扩大。财年第一季度，英伟达回购金额为193.1亿美元，是上一季度38.2亿美元的四倍多，也较上年同期增长37%。公司还将季度股息从每股0.01美元提高至0.25美元，隐含股息率从0.02%升至0.45%。这回应了部分投资者诉求。BofA的Vivek Arya此前写道，英伟达股票已被约78%的主动型基金经理持有，较大的既有持仓可能使未来股价上涨面临挑战；其他大型科技公司曾通过提高现金回报吸引股息和收入型投资者。但回报力度仍未完全满足市场。Jeffrey Favuzza称，对部分投资者而言，800亿美元回购“略低于预期”。据Birinyi Associates截至4月中旬的数据，只有苹果曾宣布过规模更大的回购授权。更大的考验在长期预期这份财报没有显示AI需求放缓，也没有显示毛利率承压，但它没有完全解除华尔街的长期疑虑。Gabelli Funds投资组合经理John Belton此前表示，英伟达是AI资本开支的主要受益者，但未来几年关键问题是这些资本开支是否能产生回报。他称，最新一轮财报后，超大规模云厂商今年AI支出趋势指向约7000亿美元。客户集中度也是风险点。Belton表示，英伟达约一半收入来自少数超大规模客户，而这些客户正在显著消耗自由现金流。投资者将关注英伟达是否能扩大客户基础。英伟达也在调整披露框架。公司将报告结构改为“数据中心”和“边缘计算”两大类，数据中心再细分为超大规模云厂商以及ACIE，即AI云，工业和企业。Founder ETFs投资组合经理Michael Monaghan称，这一变化显示出Jensen 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