社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
点赞
点赞
回复
评论
收藏
编组 21备份 2
分享
矩形
释迦牟尼
02-28
做长线不用担心,英伟达永远的神。
# 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。
形状备份
点赞
举报
登录后可参与评论
评论
推荐
最新
暂无评论
热议股票
{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":537348472497472,"tweetId":"537348472497472","gmtCreate":1772209556002,"gmtModify":1772209558327,"author":{"id":4134799046836020,"idStr":"4134799046836020","authorId":4134799046836020,"authorIdStr":"4134799046836020","name":"释迦牟尼","avatar":"https://static.tigerbbs.com/0fab060700d0ee51686a89dc3cc3511c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":157,"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>做长线不用担心,英伟达永远的神。</body></html>","htmlText":"<html><head></head><body>做长线不用担心,英伟达永远的神。</body></html>","text":"做长线不用担心,英伟达永远的神。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/537348472497472","repostId":0,"isVote":1,"tweetType":1,"viewCount":209,"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":30,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}