要跌总会有理由的，就_老虎社区_美港股上老虎 - 老虎社区

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要跌总会有理由的，就算财报再好

AI泡沫担忧升温！英伟达财报超预期股价却重挫5.4%，创三个月最大盘中跌幅

尽管英伟达最新季度营收同比大增73%、第一财季指引高于市场平均预期，但公司前景未能打消投资者对AI支出持续性的担忧，英伟达股价周四一度下跌5.6%，创下三个月来最大盘中跌幅。市场关注焦点转向未来数年AI投资能否维持高位，以及在AI从训练转向推理阶段后，英伟达能否继续保持主导地位。同时，大规模采购承诺及存储芯片短缺等因素，也为该公司的前景增添变数。

AI泡沫担忧升温！英伟达财报超预期股价却重挫5.4%，创三个月最大盘中跌幅

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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07:01","market":"nz","language":"zh","title":"AI泡沫担忧升温！英伟达财报超预期股价却重挫5.4%，创三个月最大盘中跌幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2614078038","media":"华尔街见闻","summary":"尽管英伟达最新季度营收同比大增73%、第一财季指引高于市场平均预期，但公司前景未能打消投资者对AI支出持续性的担忧，英伟达股价周四一度下跌5.6%，创下三个月来最大盘中跌幅。市场关注焦点转向未来数年AI投资能否维持高位，以及在AI从训练转向推理阶段后，英伟达能否继续保持主导地位。同时，大规模采购承诺及存储芯片短缺等因素，也为该公司的前景增添变数。","content":"<html><head></head><body><p>人工智能（AI）芯片市场龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在发布相当亮眼的最新业绩指引后，周四股价遭遇三个月来最严重下跌。分析称，公司前景展望未能打消市场对AI泡沫的担忧。</p><p><strong>周四，英伟达股价在纽约一度下跌5.6%，至184.58美元，创下自11月25日以来最大的盘中跌幅。</strong>这一跌势出现在公司发布第一季度销售预期之后，英伟达不仅轻松超过分析师平均预期，还公布第四季度营收同比大增73%。</p><p>但分析认为，市场反应凸显出投资者如今对英伟达的怀疑态度。此前爆炸式的销售增长曾将英伟达推上全球市值最高公司的位置，如今投资者希望获得更有力的保证，确认AI支出热潮能够持续。</p><p>Hargreaves Lansdown的分析师在财报发布后的报告中表示，<strong>股东仍然担心“当前这波AI支出能否在未来几年之后继续支撑增长，以及当AI从训练模型转向日常任务运行阶段时，英伟达是否还能保持主导地位”。</strong></p><p>首席执行官黄仁勋在周三的电话会议上反驳了这些担忧。他表示，客户已经开始从新购入的算力中赚钱，因此会继续维持高水平投资。</p><p>黄仁勋说：</p><blockquote><p>“你需要算力，这会直接转化为增长，也会直接转化为收入。我有信心，他们的现金流正在增长。</p><p>我对他们现金流的增长充满信心，原因非常简单。<strong>我们现在已经看到了代理AI（agentic AI）的拐点以及智能代理的实用性。行业已经到达了另一个拐点。</strong></p></blockquote><p>因《大空头》而闻名的投资人迈克尔·伯里（Michael Burry）周四进一步加剧了市场担忧。<strong>他指出，英伟达目前的采购承诺高达952亿美元，而一年前只有161亿美元。如果需求出现波动，这可能带来风险。</strong></p><p>英伟达首席财务官科莱特·克雷斯（Colette Kress）则试图缓解分析师提出的其他担忧，包括供应受限问题。她表示，公司已经锁定足够的零部件，以满足不断增长的需求。</p><p>她对分析师表示，生产英伟达最先进芯片仍然具有挑战性。但目前的Blackwell产品线以及即将推出的继任产品Rubin，销售表现仍将超过此前预期。英伟达此前曾表示，这些芯片到2026年底将带来5000亿美元收入。</p><p>她说：</p><blockquote><p>“我们相信，我们已经建立库存和供应承诺，能够满足未来需求，包括延续到2027年的出货。”</p></blockquote><h2 id=\"id_806994663\">存储芯片紧缺，“循环交易”引担忧</h2><p>英伟达第一财季营收预计约为780亿美元，虽然高于分析师平均预期为728亿美元，但也有一些分析师此前预测接近800亿美元。此外，英伟达第四季度的营收、每股收益、调整后毛利率也都高于预期。</p><p>其中，英伟达数据中心部门本季度营收为623亿美元，高于分析师平均预期为604亿美元。其他业务板块表现较弱。游戏业务曾是英伟达的主要收入来源，本季度营收为37.3亿美元，低于分析师平均预期的40.1亿美元。汽车相关销售为6.04亿美元，而华尔街预期为6.43亿美元。</p><p><strong>分析认为，科技行业目前面临一个隐忧：存储芯片短缺。</strong>与电子行业大多数企业一样，英伟达产品依赖稳定的存储芯片供应。这些芯片为智能手机到超级计算机提供短期存储。供应紧张已推高存储芯片价格，也使今年出货更多设备变得更加困难。</p><p>这种紧张局面拖累了游戏部门。克雷斯表示，她不确定今年这一问题是否会缓解到足以让该业务恢复增长。</p><p>无论如何，AI数据中心芯片已成为更大的重心。本月早些时候，英伟达宣布<a href=\"https://laohu8.com/S/META\">Meta</a>将在未来几年部署“数百万”颗英伟达处理器，进一步加深两家公司之间原本紧密的合作关系。</p><p>英伟达的主要竞争对手<a href=\"https://laohu8.com/S/AMD\">AMD</a>本周也宣布与Meta达成类似的长期协议。该芯片制造商表示，这笔交易价值将达到<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元规模。</p><p>芯片制造商通过一系列大型长期协议，锁定未来算力需求，以此证明AI经济依然强劲。但这些交易关系过于紧密——供应商和客户有时互相持股——也引发了批评。有观点认为，这类“循环交易”可能会人为抬高需求。</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 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href=https://wallstreetcn.com/articles/3766293><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人工智能（AI）芯片市场龙头英伟达在发布相当亮眼的最新业绩指引后，周四股价遭遇三个月来最严重下跌。分析称，公司前景展望未能打消市场对AI泡沫的担忧。周四，英伟达股价在纽约一度下跌5.6%，至184.58美元，创下自11月25日以来最大的盘中跌幅。这一跌势出现在公司发布第一季度销售预期之后，英伟达不仅轻松超过分析师平均预期，还公布第四季度营收同比大增73%。但分析认为，市场反应凸显出投资者如今对英...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766293\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4612":"AI芯片","LU0080751232.USD":"富达环球多元动力基金A","2NVD.UK":"2X NVIDIA ETP","BK4614":"Manus概念股","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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Kress）则试图缓解分析师提出的其他担忧，包括供应受限问题。她表示，公司已经锁定足够的零部件，以满足不断增长的需求。她对分析师表示，生产英伟达最先进芯片仍然具有挑战性。但目前的Blackwell产品线以及即将推出的继任产品Rubin，销售表现仍将超过此前预期。英伟达此前曾表示，这些芯片到2026年底将带来5000亿美元收入。她说：“我们相信，我们已经建立库存和供应承诺，能够满足未来需求，包括延续到2027年的出货。”存储芯片紧缺，“循环交易”引担忧英伟达第一财季营收预计约为780亿美元，虽然高于分析师平均预期为728亿美元，但也有一些分析师此前预测接近800亿美元。此外，英伟达第四季度的营收、每股收益、调整后毛利率也都高于预期。其中，英伟达数据中心部门本季度营收为623亿美元，高于分析师平均预期为604亿美元。其他业务板块表现较弱。游戏业务曾是英伟达的主要收入来源，本季度营收为37.3亿美元，低于分析师平均预期的40.1亿美元。汽车相关销售为6.04亿美元，而华尔街预期为6.43亿美元。分析认为，科技行业目前面临一个隐忧：存储芯片短缺。与电子行业大多数企业一样，英伟达产品依赖稳定的存储芯片供应。这些芯片为智能手机到超级计算机提供短期存储。供应紧张已推高存储芯片价格，也使今年出货更多设备变得更加困难。这种紧张局面拖累了游戏部门。克雷斯表示，她不确定今年这一问题是否会缓解到足以让该业务恢复增长。无论如何，AI数据中心芯片已成为更大的重心。本月早些时候，英伟达宣布Meta将在未来几年部署“数百万”颗英伟达处理器，进一步加深两家公司之间原本紧密的合作关系。英伟达的主要竞争对手AMD本周也宣布与Meta达成类似的长期协议。该芯片制造商表示，这笔交易价值将达到数百亿美元规模。芯片制造商通过一系列大型长期协议，锁定未来算力需求，以此证明AI经济依然强劲。但这些交易关系过于紧密——供应商和客户有时互相持股——也引发了批评。有观点认为，这类“循环交易”可能会人为抬高需求。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDB":0.6,"NVDG":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVII":0.6,"NVDS.UK":0.6,"NVDL":0.6,"NVDU":0.6,"NVD3.UK":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDW":0.6,"NVD":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"ANV":0.6,"NVDA":1.98,"NVDX":0.6,"DIPS":0.6,"NVDQ":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":130,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}