总结太到位了👍_老虎社区_美港股上老虎

总结太到位了👍

# 英伟达2026财年Q4财报发布及市场反应，股价波动引发AI投资担忧，CoreWeave亏损扩大

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":537311239308632,"tweetId":"537311239308632","gmtCreate":1772200499596,"gmtModify":1772200502367,"author":{"id":3468529827816752,"idStr":"3468529827816752","authorId":3468529827816752,"authorIdStr":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"93.78%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":36,"starInvestorFlag":false},"themes":[{"themeId":"f3a9a00fee484f557e9d66aadbca9109","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"英伟达2026财年Q4财报发布及市场反应，股价波动引发AI投资担忧，CoreWeave亏损扩大","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":f3a9a00fee484f557e9d66aadbca9109}&rnconfig={\"headerBarHidden\": true}","description":"英伟达发布2026财年第四季度财报，营收681亿美元，同比增长73%，利润激增94%，数据中心业务强劲增长。公司预计2027财年Q1收入780亿美元，远超市场预期，显示AI芯片需求强劲。CEO黄仁勋强调AI计算需求爆发，智能体AI将重塑所有行业，带来经济变革。财报超出市场预期，盘前股价上涨近1.3%，缓解了市场对AI行业泡沫的担忧，推动美股三大指数集体上涨。然而，股价因投资者担忧AI支出可持续性及大规模采购风险下跌超5%，创三个月最大盘中跌幅，总市值蒸发逾1.77万亿元。华尔街分析师纷纷上调业绩预测，股价虽有波动但整体看好未来增长。公司高管回应市场疑虑，强调客户现金流增长和供应链保障。中国市场方面，H200芯片尚无收入，中国竞争对手进步显著。投资者对其与OpenAI合作及AI领域资本支出的可持续性表示担忧，客户如亚马逊、微软等的自由现金流压力加剧，影响市场情绪。华尔街分析师对未来业绩指引缺乏具体信息感到担忧，市场情绪影响显著。同时，英伟达“干儿子”CoreWeave公布2025年第四季度财报，营收超预期但亏损扩大，运营支出翻倍。公司面临668亿美元积压订单，资本支出大幅增加以扩产，短期亏损风险加剧，股价盘后大跌超9%。"}],"images":[],"coverImages":[],"html":"<html><head></head><body>总结太到位了👍</body></html>","htmlText":"<html><head></head><body>总结太到位了👍</body></html>","text":"总结太到位了👍","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/537311239308632","repostId":0,"isVote":1,"tweetType":1,"viewCount":329,"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":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}