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显卡之王

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- 显卡之王显卡之王
  ·10-28
  AMD 都不行，别幻想了。资金只是不明觉厉而已。
  高通推出人工智能芯片，在数据中心市场与英伟达竞争
  全球最大手机芯片制造商$高通$正式进军AI数据中心市场，推出新型芯片和计算机系统，直接挑战$英伟达$在这一增长最快的半导体细分领域的主导地位。高通股价盘中涨20%。高通还将于2027年推出后续产品AI250。高通进军的方向正重塑着半导体行业格局——为支撑人工智能软件与服务，全球数据中心投入已高达数千亿美元。根据预测，目前统治AI计算领域的英伟达其数据中心部门今年营收将突破1800亿美元，超过包括高通在内的任何芯片公司总收入。
  高通推出人工智能芯片，在数据中心市场与英伟达竞争
  24 评论
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- 显卡之王显卡之王
  ·09-18
  最少 50，可能 75 甚至 100
  305 评论
  1
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- 显卡之王显卡之王
  ·09-02
  我真不知道最后会怎么收场，呵呵
  545 评论
  1
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- 显卡之王显卡之王
  ·08-27
  $英伟达(NVDA)$ 今晚直接上 260 以上了
  373 评论
  1
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- 显卡之王显卡之王
  ·08-23
  这次财报极度的炸裂，前所未见，闻所未闻。数据高的离谱到让人无法相信。
  财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情
  财报有望提供“催化剂”，回调就是入场机会？
  财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情
  481 评论
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- 显卡之王显卡之王
  ·07-29
  $英伟达(NVDA)$ 后半夜上 180 稳了。
  1,488 1
  3
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- 显卡之王显卡之王
  ·07-29
  $Tradr 1.5X Short NVDA Daily ETF(NVDS)$
  491 评论
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- 显卡之王显卡之王
  ·06-26
  把说不定去掉，换成绝对
  1,167 评论
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- 显卡之王显卡之王
  ·06-06
  $NVDA 20250703 115.0 PUT$ 我是在作死
  1,158 评论
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- 显卡之王显卡之王
  ·06-03
  $英伟达(NVDA)$ 这次必破前高。
  1,243 评论
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都不行，别幻想了。资金只是不明觉厉而已。","listText":"AMD 都不行，别幻想了。资金只是不明觉厉而已。","text":"AMD 都不行，别幻想了。资金只是不明觉厉而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494005637009608","repostId":"2578640425","repostType":2,"repost":{"id":"2578640425","kind":"news","pubTimestamp":1761575199,"share":"https://www.laohu8.com/m/news/2578640425?lang=&edition=full","pubTime":"2025-10-27 22:26","market":"us","language":"zh","title":"高通推出人工智能芯片，在数据中心市场与英伟达竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2578640425","media":"华尔街见闻","summary":"全球最大手机芯片制造商$高通$正式进军AI数据中心市场，推出新型芯片和计算机系统，直接挑战$英伟达$在这一增长最快的半导体细分领域的主导地位。高通股价盘中涨20%。高通还将于2027年推出后续产品AI250。高通进军的方向正重塑着半导体行业格局——为支撑人工智能软件与服务，全球数据中心投入已高达数千亿美元。根据预测，目前统治AI计算领域的英伟达其数据中心部门今年营收将突破1800亿美元，超过包括高通在内的任何芯片公司总收入。","content":"<p>全球最大手机芯片制造商<a href=\"https://laohu8.com/S/QCOM\">高通</a>正式进军AI数据中心市场，推出新型芯片和计算机系统，直接挑战<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在这一增长最快的半导体细分领域的主导地位。高通股价盘中涨20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/298cbcd4a424b018404a4335c1552eeb\" tg-width=\"1024\" tg-height=\"605\"></p><p>10月27日，该公司宣布，AI200芯片将于明年开始出货，可作为独立组件、扩展卡或完整服务器机架提供。沙特阿拉伯AI初创公司Humain将成为首个客户，计划从2026年起部署基于新芯片的200兆瓦算力。</p><p>高通还将于2027年推出后续产品AI250。新产品线基于神经处理单元技术，该技术源自智能手机芯片设计，主打内存容量和能效优势，配备高达768GB的低功耗动态随机存取内存。</p><p>高通进军的方向正重塑着半导体行业格局——为支撑人工智能软件与服务，全球数据中心投入已高达数千亿美元。公司表示，尽管入局较晚，但其源自移动设备技术的存储相关创新与能效优势将吸引客户关注。</p><p>新品核心采用神经处理单元（NPU），这类最初为智能手机开发的芯片专攻AI负载加速与能效优化。该技术通过高通在笔记本芯片领域的实践持续演进，现已升级适配高性能计算场景。</p><p>在首席执行官克里斯蒂亚诺·阿蒙领导下，高通正着力摆脱对增长放缓的手机市场的依赖。公司已拓展至汽车与PC芯片领域，直至此刻才进军当前处理器最大的单一市场。</p><p>高通高级副总裁杜尔加·马拉迪透露，公司始终“在该领域潜心研发、积蓄实力”，目前正与所有主要芯片采购商洽谈基于其硬件的服务器机柜部署计划。</p><p>若获得<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\">Meta</a>等巨头的订单，将为高通开辟重要新收入来源。尽管近两年保持稳定盈利增长，但投资者更青睐其他科技股——2025年迄今高通股价涨幅仅10%，远费城半导体指数40%的飙升幅度。</p><p>根据预测，目前统治AI计算领域的英伟达其数据中心部门今年营收将突破1800亿美元，超过包括高通在内的任何芯片公司总收入。</p><p>马拉迪强调，新芯片将提供前所未有的内存容量，搭载高达768GB低功耗DRAM。内存存取速度与容量直接决定芯片处理AI<a href=\"https://laohu8.com/S/603138\">海量数据</a>的效能。这批新产品专注推理任务，即在大型语言模型完成训练后，支撑AI服务实际运行的计算工作。</p><p>风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。</p>","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>高通推出人工智能芯片，在数据中心市场与英伟达竞争</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高通推出人工智能芯片，在数据中心市场与英伟达竞争\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-27 22:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510272229209744ecb2&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大手机芯片制造商高通正式进军AI数据中心市场，推出新型芯片和计算机系统，直接挑战英伟达在这一增长最快的半导体细分领域的主导地位。高通股价盘中涨20%。10月27日，该公司宣布，AI200芯片将于明年开始出货，可作为独立组件、扩展卡或完整服务器机架提供。沙特阿拉伯AI初创公司Humain将成为首个客户，计划从2026年起部署基于新芯片的200兆瓦算力。高通还将于2027年推出后续产品AI250...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510272229209744ecb2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510272229209744ecb2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2578640425","content_text":"全球最大手机芯片制造商高通正式进军AI数据中心市场，推出新型芯片和计算机系统，直接挑战英伟达在这一增长最快的半导体细分领域的主导地位。高通股价盘中涨20%。10月27日，该公司宣布，AI200芯片将于明年开始出货，可作为独立组件、扩展卡或完整服务器机架提供。沙特阿拉伯AI初创公司Humain将成为首个客户，计划从2026年起部署基于新芯片的200兆瓦算力。高通还将于2027年推出后续产品AI250。新产品线基于神经处理单元技术，该技术源自智能手机芯片设计，主打内存容量和能效优势，配备高达768GB的低功耗动态随机存取内存。高通进军的方向正重塑着半导体行业格局——为支撑人工智能软件与服务，全球数据中心投入已高达数千亿美元。公司表示，尽管入局较晚，但其源自移动设备技术的存储相关创新与能效优势将吸引客户关注。新品核心采用神经处理单元（NPU），这类最初为智能手机开发的芯片专攻AI负载加速与能效优化。该技术通过高通在笔记本芯片领域的实践持续演进，现已升级适配高性能计算场景。在首席执行官克里斯蒂亚诺·阿蒙领导下，高通正着力摆脱对增长放缓的手机市场的依赖。公司已拓展至汽车与PC芯片领域，直至此刻才进军当前处理器最大的单一市场。高通高级副总裁杜尔加·马拉迪透露，公司始终“在该领域潜心研发、积蓄实力”，目前正与所有主要芯片采购商洽谈基于其硬件的服务器机柜部署计划。若获得微软、亚马逊和Meta等巨头的订单，将为高通开辟重要新收入来源。尽管近两年保持稳定盈利增长，但投资者更青睐其他科技股——2025年迄今高通股价涨幅仅10%，远费城半导体指数40%的飙升幅度。根据预测，目前统治AI计算领域的英伟达其数据中心部门今年营收将突破1800亿美元，超过包括高通在内的任何芯片公司总收入。马拉迪强调，新芯片将提供前所未有的内存容量，搭载高达768GB低功耗DRAM。内存存取速度与容量直接决定芯片处理AI海量数据的效能。这批新产品专注推理任务，即在大型语言模型完成训练后，支撑AI服务实际运行的计算工作。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"QCOM":1.1}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479648227508480,"gmtCreate":1758125830204,"gmtModify":1758125832563,"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173149581503700","authorIdStr":"4173149581503700"},"themes":[],"htmlText":"最少 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚直接上 260 以上了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚直接上 260 以上了","text":"$英伟达(NVDA)$ 今晚直接上 260 以上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472157054206664","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470588266586120,"gmtCreate":1755920860284,"gmtModify":1755920862088,"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173149581503700","authorIdStr":"4173149581503700"},"themes":[],"htmlText":"这次财报极度的炸裂，前所未见，闻所未闻。数据高的离谱到让人无法相信。","listText":"这次财报极度的炸裂，前所未见，闻所未闻。数据高的离谱到让人无法相信。","text":"这次财报极度的炸裂，前所未见，闻所未闻。数据高的离谱到让人无法相信。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470588266586120","repostId":"1123712564","repostType":2,"repost":{"id":"1123712564","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":1755768004,"share":"https://www.laohu8.com/m/news/1123712564?lang=&edition=full","pubTime":"2025-08-21 17:20","market":"us","language":"zh","title":"财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情","url":"https://stock-news.laohu8.com/highlight/detail?id=1123712564","media":"财报Agent","summary":"财报有望提供“催化剂”，回调就是入场机会？","content":"<html><head></head><body><p><strong><em>摘要：</em></strong><em>AI芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 将于8月27日美股盘后发布2026财年第二季度财报。屡创新高之后，8月19日，英伟达出现3.5%的下跌，引发了对AI概念股的高估值担忧。市场急切希望从英伟达最新财报中看到积极因素，再次为市场注入“催化剂”。</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2625b51460d2a8b3cb3183713857994\" tg-width=\"1470\" tg-height=\"701\"/></p><h3 id=\"id_727041255\">一季度业绩回顾</h3><p>2026财年第一季度，英伟达整体营收同比增长69%，达到441亿美元，高于市场预期的431亿美元；净利润187.75亿美元，市场预期207.67亿美元；调整后每股收益为0.96美元，市场预期0.93美元。其中，数据中心营收为391亿美元，较去年同期增长73%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa35dac97d217b9abffc497aa0b3fded\" title=\"来源：英伟达财报\" tg-width=\"1024\" tg-height=\"838\"/><span>来源：英伟达财报</span></p><h3 id=\"id_667651264\">二季度展望</h3><p>英伟达预计第二财季的销售额将达到450亿美元，上下浮动2%。而据彭博社数据，分析师普遍预测英伟达第二财季将实现每股收益约1.01美元，销售额约460.91亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d75cf63c3d3cfa191d055848295046a\" title=\"\" tg-width=\"525\" tg-height=\"60\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/174d67f9c1ca15fadb3757f1e106b46b\" title=\"数据来源：彭博\" tg-width=\"525\" tg-height=\"135\"/><span>数据来源：彭博</span></p><h3 id=\"id_3638991784\">主要看点</h3><ul style=\"\"><li><p><strong>盈利改善</strong></p></li></ul><p>一季度，英伟达调整后净利率下跌至52.77%，主要原因是Blackwell系列产能爬坡和管理研发费用增速较高。本季度由于上述因素都已改善，英伟达的盈利情况料表现积极。</p><p>由于<a href=\"https://laohu8.com/S/TSM\">台积电</a>产能扩张，良品率继续提高，以及GB系列的大规模出货摊低单价，英伟达的毛利率也预计比一季度回升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7ca561521c06115190af2d64ae88b4\" title=\"\" tg-width=\"766\" tg-height=\"430\"/></p><ul style=\"\"><li><p><strong>四巨头“撑腰”，数据中心业务继续“爆炸性”增长</strong></p></li></ul><p>目前市场普遍预期英伟达Q2数据中心营收将达420亿-430亿美元，同比增64%。来自Blackwell系列的收入贡献占比预期在90%或者更高。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>四大巨头本季度的资本开支达880亿美元，其中有约1/4会用于购买英伟达芯片，这是稳固的基本盘。同时，四大巨头纷纷上调了全年的资本开支预期，这也保证了英伟达业绩的持续性。</p><ul style=\"\"><li><p><strong>产品迭代带来超预期增量</strong></p></li></ul><p>据业内消息，GB200和300系列的订单远超预期，大厂对AI投入保持热情，上下游都继续增加产能来迎接未来的增长，各家财报会议上也都在表达乐观预期。不光是PCB，CPO，甚至液冷，SOFC等相关标的也大幅上涨。鸿海董事长表示，服务器会出现300%的环比增长，显示了Blackwell需求相当乐观。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d08f31e6ff22f47b830b2af0d0ea7ae\" title=\"\" tg-width=\"1059\" tg-height=\"511\"/></p><ul style=\"\"><li><p><strong>中国市场因素</strong></p></li></ul><p>在H20解禁限售后，中国大厂的订单会被纳入本财季营收。按华尔街的估算，英伟达可获得20亿至30亿美元的增量收入。不过在美国出口限制下，许可证获批的具体时间难以确定。<strong>英伟达的下季度指引中可能会排除来自中国市场的直接收入，</strong>不过，也有值得期待的新进展：据报道，<strong>英伟达正在为中国市场研发一款基于其最新Blackwell架构的新型人工智能(AI)芯片，该芯片的性能将比目前获准销售的H20型号更加强大。</strong></p><p>关注财报会议上是否有对中国业务的特别介绍。</p><h3 id=\"id_2037172172\">大行评级</h3><p>摩根士丹利：维持对英伟达的“买入”评级，将目标价微调至206美元。认为Blackwell GPU供应改善，英伟达拥有持续强劲的客户需求。</p><p>富国银行：将英伟达目标价上调至220美元，维持“增持”评级。看好其强劲需求和恢复向中国销售H20芯片带来的增量机会。</p><p>KeyBanc：将英伟达的目标价从190美元上调至215美元，并维持“增持”评级。</p><p>Susquehanna：将英伟达目标价从180美元上调至210美元，并维持“正面”评级。</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>财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情</title>\n<style 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}\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财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情\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\">2025-08-21 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>摘要：</em></strong><em>AI芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 将于8月27日美股盘后发布2026财年第二季度财报。屡创新高之后，8月19日，英伟达出现3.5%的下跌，引发了对AI概念股的高估值担忧。市场急切希望从英伟达最新财报中看到积极因素，再次为市场注入“催化剂”。</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2625b51460d2a8b3cb3183713857994\" tg-width=\"1470\" tg-height=\"701\"/></p><h3 id=\"id_727041255\">一季度业绩回顾</h3><p>2026财年第一季度，英伟达整体营收同比增长69%，达到441亿美元，高于市场预期的431亿美元；净利润187.75亿美元，市场预期207.67亿美元；调整后每股收益为0.96美元，市场预期0.93美元。其中，数据中心营收为391亿美元，较去年同期增长73%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa35dac97d217b9abffc497aa0b3fded\" title=\"来源：英伟达财报\" tg-width=\"1024\" tg-height=\"838\"/><span>来源：英伟达财报</span></p><h3 id=\"id_667651264\">二季度展望</h3><p>英伟达预计第二财季的销售额将达到450亿美元，上下浮动2%。而据彭博社数据，分析师普遍预测英伟达第二财季将实现每股收益约1.01美元，销售额约460.91亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d75cf63c3d3cfa191d055848295046a\" title=\"\" tg-width=\"525\" tg-height=\"60\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/174d67f9c1ca15fadb3757f1e106b46b\" title=\"数据来源：彭博\" tg-width=\"525\" tg-height=\"135\"/><span>数据来源：彭博</span></p><h3 id=\"id_3638991784\">主要看点</h3><ul style=\"\"><li><p><strong>盈利改善</strong></p></li></ul><p>一季度，英伟达调整后净利率下跌至52.77%，主要原因是Blackwell系列产能爬坡和管理研发费用增速较高。本季度由于上述因素都已改善，英伟达的盈利情况料表现积极。</p><p>由于<a href=\"https://laohu8.com/S/TSM\">台积电</a>产能扩张，良品率继续提高，以及GB系列的大规模出货摊低单价，英伟达的毛利率也预计比一季度回升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7ca561521c06115190af2d64ae88b4\" title=\"\" tg-width=\"766\" tg-height=\"430\"/></p><ul style=\"\"><li><p><strong>四巨头“撑腰”，数据中心业务继续“爆炸性”增长</strong></p></li></ul><p>目前市场普遍预期英伟达Q2数据中心营收将达420亿-430亿美元，同比增64%。来自Blackwell系列的收入贡献占比预期在90%或者更高。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>四大巨头本季度的资本开支达880亿美元，其中有约1/4会用于购买英伟达芯片，这是稳固的基本盘。同时，四大巨头纷纷上调了全年的资本开支预期，这也保证了英伟达业绩的持续性。</p><ul style=\"\"><li><p><strong>产品迭代带来超预期增量</strong></p></li></ul><p>据业内消息，GB200和300系列的订单远超预期，大厂对AI投入保持热情，上下游都继续增加产能来迎接未来的增长，各家财报会议上也都在表达乐观预期。不光是PCB，CPO，甚至液冷，SOFC等相关标的也大幅上涨。鸿海董事长表示，服务器会出现300%的环比增长，显示了Blackwell需求相当乐观。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d08f31e6ff22f47b830b2af0d0ea7ae\" title=\"\" tg-width=\"1059\" tg-height=\"511\"/></p><ul style=\"\"><li><p><strong>中国市场因素</strong></p></li></ul><p>在H20解禁限售后，中国大厂的订单会被纳入本财季营收。按华尔街的估算，英伟达可获得20亿至30亿美元的增量收入。不过在美国出口限制下，许可证获批的具体时间难以确定。<strong>英伟达的下季度指引中可能会排除来自中国市场的直接收入，</strong>不过，也有值得期待的新进展：据报道，<strong>英伟达正在为中国市场研发一款基于其最新Blackwell架构的新型人工智能(AI)芯片，该芯片的性能将比目前获准销售的H20型号更加强大。</strong></p><p>关注财报会议上是否有对中国业务的特别介绍。</p><h3 id=\"id_2037172172\">大行评级</h3><p>摩根士丹利：维持对英伟达的“买入”评级，将目标价微调至206美元。认为Blackwell GPU供应改善，英伟达拥有持续强劲的客户需求。</p><p>富国银行：将英伟达目标价上调至220美元，维持“增持”评级。看好其强劲需求和恢复向中国销售H20芯片带来的增量机会。</p><p>KeyBanc：将英伟达的目标价从190美元上调至215美元，并维持“增持”评级。</p><p>Susquehanna：将英伟达目标价从180美元上调至210美元，并维持“正面”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96c73d889262c17eb71c19a0e4e5a40a","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123712564","content_text":"摘要：AI芯片巨头 英伟达 将于8月27日美股盘后发布2026财年第二季度财报。屡创新高之后，8月19日，英伟达出现3.5%的下跌，引发了对AI概念股的高估值担忧。市场急切希望从英伟达最新财报中看到积极因素，再次为市场注入“催化剂”。一季度业绩回顾2026财年第一季度，英伟达整体营收同比增长69%，达到441亿美元，高于市场预期的431亿美元；净利润187.75亿美元，市场预期207.67亿美元；调整后每股收益为0.96美元，市场预期0.93美元。其中，数据中心营收为391亿美元，较去年同期增长73%。来源：英伟达财报二季度展望英伟达预计第二财季的销售额将达到450亿美元，上下浮动2%。而据彭博社数据，分析师普遍预测英伟达第二财季将实现每股收益约1.01美元，销售额约460.91亿美元。数据来源：彭博主要看点盈利改善一季度，英伟达调整后净利率下跌至52.77%，主要原因是Blackwell系列产能爬坡和管理研发费用增速较高。本季度由于上述因素都已改善，英伟达的盈利情况料表现积极。由于台积电产能扩张，良品率继续提高，以及GB系列的大规模出货摊低单价，英伟达的毛利率也预计比一季度回升。四巨头“撑腰”，数据中心业务继续“爆炸性”增长目前市场普遍预期英伟达Q2数据中心营收将达420亿-430亿美元，同比增64%。来自Blackwell系列的收入贡献占比预期在90%或者更高。微软、亚马逊、谷歌、Meta四大巨头本季度的资本开支达880亿美元，其中有约1/4会用于购买英伟达芯片，这是稳固的基本盘。同时，四大巨头纷纷上调了全年的资本开支预期，这也保证了英伟达业绩的持续性。产品迭代带来超预期增量据业内消息，GB200和300系列的订单远超预期，大厂对AI投入保持热情，上下游都继续增加产能来迎接未来的增长，各家财报会议上也都在表达乐观预期。不光是PCB，CPO，甚至液冷，SOFC等相关标的也大幅上涨。鸿海董事长表示，服务器会出现300%的环比增长，显示了Blackwell需求相当乐观。中国市场因素在H20解禁限售后，中国大厂的订单会被纳入本财季营收。按华尔街的估算，英伟达可获得20亿至30亿美元的增量收入。不过在美国出口限制下，许可证获批的具体时间难以确定。英伟达的下季度指引中可能会排除来自中国市场的直接收入，不过，也有值得期待的新进展：据报道，英伟达正在为中国市场研发一款基于其最新Blackwell架构的新型人工智能(AI)芯片，该芯片的性能将比目前获准销售的H20型号更加强大。关注财报会议上是否有对中国业务的特别介绍。大行评级摩根士丹利：维持对英伟达的“买入”评级，将目标价微调至206美元。认为Blackwell GPU供应改善，英伟达拥有持续强劲的客户需求。富国银行：将英伟达目标价上调至220美元，维持“增持”评级。看好其强劲需求和恢复向中国销售H20芯片带来的增量机会。KeyBanc：将英伟达的目标价从190美元上调至215美元，并维持“增持”评级。Susquehanna：将英伟达目标价从180美元上调至210美元，并维持“正面”评级。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461963121397768,"gmtCreate":1753802143518,"gmtModify":1753802144613,"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173149581503700","authorIdStr":"4173149581503700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 后半夜上 180 稳了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 后半夜上 180 稳了。","text":"$英伟达(NVDA)$ 后半夜上 180 稳了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461963121397768","isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461673078395280,"gmtCreate":1753731968163,"gmtModify":1753731968943,"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173149581503700","authorIdStr":"4173149581503700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDS\">$Tradr 1.5X Short NVDA Daily ETF(NVDS)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDS\">$Tradr 1.5X Short NVDA Daily ETF(NVDS)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Tradr 1.5X Short NVDA Daily 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