英伟达收入、利润、指引均超预期，盘后股价涨超5%_老虎社区_美港股上老虎

英伟达收入、利润、指引均超预期，盘后股价涨超5%

华尔街见闻2021-11-18

美东时间11月17日周三美股盘后，美国市值最高的芯片巨头英伟达发布了截至10月31日的公司2022财年第三季度财报，三季度收入和四季度指引好于预期，引得盘后股价涨幅从1.84%扩大至5.1%，今年迄今为止上涨了125%。具体来看：第三季度调整后EPS为1.17美元，分析师预期1.11美元。第三季度收入71.0亿美元，分析师预期68.1亿美元，比去年同期增长50%，比上一季度增长9%。 ...

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Iris俊
·2021-11-18
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Sam Ang
·2021-11-18
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RomySKT
·2021-11-18
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虎琊
·2021-11-18
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hhyw
·2021-11-18
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AdelineLing
·2021-11-18
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href=https://wallstreetcn.com/articles/3645203><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间11月17日周三美股盘后，美国市值最高的芯片巨头英伟达发布了截至10月31日的公司2022财年第三季度财报，三季度收入和四季度指引好于预期，引得盘后股价涨幅从1.84%扩大至5.1%，今年迄今为止上涨了125%。\n\n具体来看：\n\n第三季度调整后EPS为1.17美元，分析师预期1.11美元。\n第三季度收入71.0亿美元，分析师预期68.1亿美元，比去年同期增长50%，比上一季度增长9%。\n...</p>\n\n<a 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and guidelines all exceeded expectations, and its share price rose by more than 5% after hours","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/58468336414ba7e011d5d517961194f2","symbols_score_info":{},"content_text":"美东时间11月17日周三美股盘后，美国市值最高的芯片巨头英伟达发布了截至10月31日的公司2022财年第三季度财报，三季度收入和四季度指引好于预期，引得盘后股价涨幅从1.84%扩大至5.1%，今年迄今为止上涨了125%。\n\n具体来看：\n\n第三季度调整后EPS为1.17美元，分析师预期1.11美元。\n第三季度收入71.0亿美元，分析师预期68.1亿美元，比去年同期增长50%，比上一季度增长9%。\n第三季度调整后毛利润率67.0%，分析师预期66.9%。\n预计第四季度收入为74.0亿美元±2.0%，分析师预期68.6亿美元。\n\n\n分业务来看，公司的游戏、数据中心和专业可视化市场平台的营收均创下新高：\n\n游戏收入：32.2亿美元，而预期为31.8亿美元，比去年同期增长42%。\n数据中心收入：29.4亿美元，而预期为26.9亿美元，比去年同期增长55%。\n\n同时，英伟达在第三季度支付了1亿美元的季度现金红利。它将于2021年12月23日向2021年12月2日在册的所有股东支付下一个季度的现金股息，每股0.04美元。\n对于亮眼的业绩，英伟达首席执行官黄仁勋 Jensen Huang 在一份声明中表示：\n\n 第三季度表现出色，收入创下新高，在超大规模和云扩展的推动下，对英伟达人工智能的需求激增，25000多家公司扩大了采用范围。NVIDIA RTX通过光线追踪和AI重塑了计算机图形，对于庞大的、不断增长的游戏玩家和创作者市场，以及构建家庭工作站的设计师和专业人士来说，是理想的升级。\n\n数据中心收入再创记录，同比增长55%\n游戏业务依旧是英伟达的巨大驱动力，但该公司的数据中心部门对公司的未来越来越重要。由于其卡的并行处理能力，该公司是大规模人工智能系统的领导者，而且它将推出自己的CPU，以确保其数据中心不必使用竞争对手的处理器。\nCowen分析师拉姆 Matthew Ramsay 称，\" GeForce RTX 30系列显卡预计销售强劲，且笔记本电脑销量持续强劲，因OEM厂商继续向市场推出基于GeForce的新型号。\" 拉姆的评级为跑赢大盘，目标价为220美元。\n拉姆表示，“在数据中心市场，英伟达连续三个季度营收超过20亿美元，这证明了我们的观点，英伟达的上升势头不仅会延续到2021年，而且还会延续到2021年以后，因为英伟达仍然是人工智能领域的思想领袖。”\n根据FactSet的数据，在研究英伟达的43位分析师中，34位给出了买入评级，7位给出了持有评级，2位给出了卖出评级，平均目标股价为261.08美元，较该股当前股价低了约14%。\n芯片短缺仍成困扰，斥资400亿美元收购ARM阻碍重重\n尽管英伟达三季度取得超出预期的亮眼成绩，但其他芯片制造商一样，其同样受到了芯片短缺的困扰。该公司的消费者显卡非常稀缺，主要由于加密者和使用机器人抢夺尽可能多的显卡的转售商对它们的冲击。\n因此，目前市场上显卡的售价比其制造商的建议零售价高出数百美元，本应售价599美元的卡片，现在售价远远超过1000美元，找到任何接近原价的卡片都是毫无意义的努力。\n市场的另一关注点是，英伟达对芯片设计商ARM的收购进展。这笔400亿美元的交易最初预计在2022年3月之前完成。但由于监管阻力，这一时间表看起来很不稳定。周三有媒体报道，英国政府将以“竞争和国家安全为由”对拟议中的收购进行更多监管审查。\n首席执行官在接受雅虎财经采访时表示，无论是否有ARM，英伟达都准备继续前进。而且，无论如何，其将继续取得成功。\n\n 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