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Vinsa8

Vinsa8

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06-10 00:43

$NQ100指数主连 2606(NQmain)$ 明天韩国棒子哥带带你这个小弟

06-10 00:42

$英伟达(NVDA)$ 明天让韩国棒子带带你吧，美国不行了

06-10 00:18

$英伟达(NVDA)$ 学大A？单边下跌出货？

06-10 00:02

$英伟达(NVDA)$ 好像也没这么涨啊，这货

05-28

$NQ100指数主连 2606(NQmain)$ 该进攻大A了

05-27

$NQ100指数主连 2606(NQmain)$ 又要打了？

05-21

$英伟达(NVDA)$ 求求你，把创业板收购了吧

05-21

相当炸裂啊

英伟达第一财季净利润同比增长211% 回购800亿美元股票

05-15

$NQ100指数主连 2606(NQmain)$ 大A收盘了

05-15

$NQ100指数主连 2606(NQmain)$ 不去摸3万吗？

05-15

$NQ100指数主连 2606(NQmain)$ 上3万吧

05-14

$Lumentum Holdings Inc.(LITE)$ 面A收盘了，晚上菠菜面欢迎特靠谱总统

05-11

$闪迪(SNDK)$ 啥时候收网？

05-08

$特斯拉(TSLA)$ peek材料买的谁家的？

05-07

$奇景光电(HIMX)$ 这玩意做啥的

05-07

对标金信诺

奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%

04-28

$NQ100指数主连 2606(NQmain)$ A股明天又要尿

04-25

$NQ100指数主连 2606(NQmain)$ 慢牛啊，慢牛，防止大起大落

04-24

$德州仪器(TXN)$ 对标A股的全志科技

04-24

$安森美半导体(ON)$ 对标国内的全志科技吧

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明天让韩国棒子带带你吧，美国不行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/573413951568256","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470662065407748","authorId":"3470662065407748","name":"我要拿个锤","avatar":"https://static.tigerbbs.com/abeb7db2507a575db086cf9b28b2b032","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3470662065407748","idStr":"3470662065407748"},"content":"亚韭拉升，美国卖😃","text":"亚韭拉升，美国卖😃","html":"亚韭拉升，美国卖😃"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573408345858960,"gmtCreate":1781021914689,"gmtModify":1781023418576,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a 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换个吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569029826413528,"gmtCreate":1779927569092,"gmtModify":1779932161464,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$&nbsp;</a> 该进攻大A了","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$&nbsp;</a> 该进攻大A了","text":"$NQ100指数主连 2606(NQmain)$ 该进攻大A了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569029826413528","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568874621924768,"gmtCreate":1779889691327,"gmtModify":1779890502377,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$&nbsp;</a> 又要打了？","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$&nbsp;</a> 又要打了？","text":"$NQ100指数主连 2606(NQmain)$ 又要打了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568874621924768","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566544416507360,"gmtCreate":1779350854384,"gmtModify":1779352593350,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 求求你，把创业板收购了吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 求求你，把创业板收购了吧","text":"$英伟达(NVDA)$ 求求你，把创业板收购了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566544416507360","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566403674711200,"gmtCreate":1779316473896,"gmtModify":1779327128773,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"相当炸裂啊","listText":"相当炸裂啊","text":"相当炸裂啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566403674711200","repostId":"2637796228","repostType":2,"repost":{"id":"2637796228","kind":"news","pubTimestamp":1779314956,"share":"https://www.laohu8.com/m/news/2637796228?lang=zh_CN&edition=full","pubTime":"2026-05-21 06:09","market":"sh","language":"zh","title":"英伟达第一财季净利润同比增长211% 回购800亿美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2637796228","media":"凤凰网科技","summary":"截至周三收盘，英伟达股价上涨2.86美元，报收于223.47美元，涨幅为1.30%。截至第一财季末，公司在现有股票回购授权计划下仍有385亿美元资金可用。2026年5月18日，英伟达董事会批准将公司的股票回购授权额度额外增加800亿美元，且该授权没有到期日。同时，英伟达将其季度现金股息从每股0.01美元提高至普通股每股0.25美元。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2026_21/924B885606FBB9985DDA956C486693D4350E3B64_size1722_w1204_h806.png\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></p><p><a href=\"https://laohu8.com/S/600716\">凤凰</a>网科技讯 北京时间5月21日，AI芯片巨头英伟达公司(NASDAQ:NVDA)今天发布了截至4月26日的2027财年第一季度财报。财报显示，按照美国通用会计准则(GAAP)计算，<strong>英伟达第一财季营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的187.75亿美元增长211%。</strong></p><p>股价表现：</p><p>英伟达第一财季营收和每股收益超出预期，并追加回购800亿美元股票，但是第二财季营收展望不及一些分析师的最高预期，股价在盘后交易中下跌不到1%。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_21/19CF0E1426E0F8E4A538C110A055CD85F3595850_size261_w2110_h1414.png\"/></p><p>英伟达股价盘后下跌0.39%</p><p>英伟达周三在纳斯达克交易所的开盘价为223.10美元。截至周三收盘，英伟达股价上涨2.86美元，报收于223.47美元，涨幅为1.30%。截至发稿，英伟达股价在盘后交易中下跌0.87美元至222.60美元，跌幅为0.39%。过去52周，英伟达股价最高为236.54美元，最低为129.16美元。</p><p><strong>第一财季业绩要点：</strong></p><p>——营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；</p><p>·数据中心部门(包含AI芯片业务)收入达到创纪录的752亿美元，同比增长92%，环比增长21%；</p><p>·边缘计算部门收入为64亿美元，同比增长29%，环比增长10%；</p><p>——毛利率为74.9%，较上年同期的60.5%增长14.4个百分点；按非美国通用会计准则(Non-GAAP)，毛利率为75.0%，较上年同期的60.8%增长14.2个百分点；</p><p>——营业费用为76.21亿美元，较上年同期的50.30亿美元增长52%；按非美国通用会计准则，营业费用为74.49亿美元，较上年同期的49.93亿美元增长49%；</p><p>——营业利润为535.36亿美元，较上年同期的216.38亿美元增长147%；按非美国通用会计准则，营业利润为537.83亿美元，较上年同期的218.01亿美元增长147%；</p><p>——净利润为583.21亿美元，较上年同期的187.75亿美元增长211%；按非美国通用会计准则，净利润为455.48亿美元，较上年同期的190.94亿美元增长139%；</p><p>——每股摊薄收益为2.39美元，较上年同期的0.76美元增长214%；按非美国通用会计准则，每股摊薄收益为1.87美元，较上年同期的0.78美元增长140%。</p><p><strong>第二财季展望：</strong></p><p>——营收预计为910亿美元，上下浮动2个百分点；英伟达在其业绩展望中未计入来自中国的数据中心计算收入；</p><p>——毛利率预计为74.9%，按非美国通用会计准则为75.0%，上下浮动50个基点；</p><p>——营业费用预计约为85亿美元，按非美国通用会计准则约为83亿美元；</p><p>——2027财年全年，税率预计介于16.0%-18.0%之间。</p><p><strong>股东回报：</strong></p><p>2027财年第一季度，英伟达通过股票回购和现金股息的方式向股东返还了创纪录的大约200亿美元。截至第一财季末，公司在现有股票回购授权计划下仍有385亿美元资金可用。</p><p>2026年5月18日，英伟达董事会批准将公司的股票回购授权额度额外增加800亿美元，且该授权没有到期日。同时，英伟达将其季度现金股息从每股0.01美元提高至普通股每股0.25美元。该股息将于2026年6月26日支付给截至2026年6月4日登记在册的所有股东。</p><p><strong>高管点评：</strong></p><p>英伟达创始人兼CEO黄仁勋(Jensen Huang)表示：“AI工厂的建设是人类历史上规模最大的基础设施扩张，目前正以惊人的速度加速推进。智能体AI已经到来，它能够从事生产性工作，创造实际价值，并在各公司和各行业中快速扩展。英伟达在这场变革中处于独特的核心位置，因为我们是唯一一个能够在每一个云环境中运行、驱动每一个前沿及开源模型、并在从超大规模数据中心到边缘计算的所有AI生产场景中实现扩展的平台。”(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</p></body></html>","source":"fenghuang_stock","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>英伟达第一财季净利润同比增长211% 回购800亿美元股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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英伟达第一财季净利润同比增长211% 回购800亿美元股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 06:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8tIXQ7ZJogB><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达凤凰网科技讯 北京时间5月21日，AI芯片巨头英伟达公司(NASDAQ:NVDA)今天发布了截至4月26日的2027财年第一季度财报。财报显示，按照美国通用会计准则(GAAP)计算，英伟达第一财季营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的187.75亿美元增长211%。股价表现：英伟达第一财季营收和每股收益超出预期，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tIXQ7ZJogB\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","DIPS":"做空NVDA期权收益策略ETF-YieldMax","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4605":"半导体精选","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC 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北京时间5月21日，AI芯片巨头英伟达公司(NASDAQ:NVDA)今天发布了截至4月26日的2027财年第一季度财报。财报显示，按照美国通用会计准则(GAAP)计算，英伟达第一财季营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的187.75亿美元增长211%。股价表现：英伟达第一财季营收和每股收益超出预期，并追加回购800亿美元股票，但是第二财季营收展望不及一些分析师的最高预期，股价在盘后交易中下跌不到1%。英伟达股价盘后下跌0.39%英伟达周三在纳斯达克交易所的开盘价为223.10美元。截至周三收盘，英伟达股价上涨2.86美元，报收于223.47美元，涨幅为1.30%。截至发稿，英伟达股价在盘后交易中下跌0.87美元至222.60美元，跌幅为0.39%。过去52周，英伟达股价最高为236.54美元，最低为129.16美元。第一财季业绩要点：——营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；·数据中心部门(包含AI芯片业务)收入达到创纪录的752亿美元，同比增长92%，环比增长21%；·边缘计算部门收入为64亿美元，同比增长29%，环比增长10%；——毛利率为74.9%，较上年同期的60.5%增长14.4个百分点；按非美国通用会计准则(Non-GAAP)，毛利率为75.0%，较上年同期的60.8%增长14.2个百分点；——营业费用为76.21亿美元，较上年同期的50.30亿美元增长52%；按非美国通用会计准则，营业费用为74.49亿美元，较上年同期的49.93亿美元增长49%；——营业利润为535.36亿美元，较上年同期的216.38亿美元增长147%；按非美国通用会计准则，营业利润为537.83亿美元，较上年同期的218.01亿美元增长147%；——净利润为583.21亿美元，较上年同期的187.75亿美元增长211%；按非美国通用会计准则，净利润为455.48亿美元，较上年同期的190.94亿美元增长139%；——每股摊薄收益为2.39美元，较上年同期的0.76美元增长214%；按非美国通用会计准则，每股摊薄收益为1.87美元，较上年同期的0.78美元增长140%。第二财季展望：——营收预计为910亿美元，上下浮动2个百分点；英伟达在其业绩展望中未计入来自中国的数据中心计算收入；——毛利率预计为74.9%，按非美国通用会计准则为75.0%，上下浮动50个基点；——营业费用预计约为85亿美元，按非美国通用会计准则约为83亿美元；——2027财年全年，税率预计介于16.0%-18.0%之间。股东回报：2027财年第一季度，英伟达通过股票回购和现金股息的方式向股东返还了创纪录的大约200亿美元。截至第一财季末，公司在现有股票回购授权计划下仍有385亿美元资金可用。2026年5月18日，英伟达董事会批准将公司的股票回购授权额度额外增加800亿美元，且该授权没有到期日。同时，英伟达将其季度现金股息从每股0.01美元提高至普通股每股0.25美元。该股息将于2026年6月26日支付给截至2026年6月4日登记在册的所有股东。高管点评：英伟达创始人兼CEO黄仁勋(Jensen Huang)表示：“AI工厂的建设是人类历史上规模最大的基础设施扩张，目前正以惊人的速度加速推进。智能体AI已经到来，它能够从事生产性工作，创造实际价值，并在各公司和各行业中快速扩展。英伟达在这场变革中处于独特的核心位置，因为我们是唯一一个能够在每一个云环境中运行、驱动每一个前沿及开源模型、并在从超大规模数据中心到边缘计算的所有AI生产场景中实现扩展的平台。”(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","news_type":1,"symbols_score_info":{"07388":0.6,"NVDA":1.99,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDG":0.6,"ANV":0.6,"AMZN":0.6,"NVDB":0.6,"META":0.6,"NVD":0.6,"NVD2.UK":0.6,"TSLA":0.6,"NVDD":0.6,"MSFT":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVII":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVDS":0.6,"AAPL":0.6,"DIPS":0.6,"NVDL":0.6,"GOOG":0.6,"NVDQ":0.6,"NVDW":0.6,"NVDO":0.6,"SNVD.UK":0.6,"NVYY":0.6,"07788":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564460163527456,"gmtCreate":1778841969446,"gmtModify":1778844059401,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a 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啥时候收网？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563013401163824","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3561649565466203","idStr":"3561649565466203"},"content":"之前就连蔚来汽车都可以从1块两年里最高涨到66快。你说呢","text":"之前就连蔚来汽车都可以从1块两年里最高涨到66快。你说呢","html":"之前就连蔚来汽车都可以从1块两年里最高涨到66快。你说呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561995220940664,"gmtCreate":1778237640996,"gmtModify":1778244638979,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> peek材料买的谁家的？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> peek材料买的谁家的？","text":"$特斯拉(TSLA)$ peek材料买的谁家的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561995220940664","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561698574705456,"gmtCreate":1778165139821,"gmtModify":1778167481392,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HIMX\">$奇景光电(HIMX)$ </a> 这玩意做啥的","listText":"<a href=\"https://laohu8.com/S/HIMX\">$奇景光电(HIMX)$ </a> 这玩意做啥的","text":"$奇景光电(HIMX)$ 这玩意做啥的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561698574705456","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561676243338280,"gmtCreate":1778159766661,"gmtModify":1778162446776,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"对标金信诺","listText":"对标金信诺","text":"对标金信诺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561676243338280","repostId":"1124336591","repostType":2,"repost":{"id":"1124336591","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778151199,"share":"https://www.laohu8.com/m/news/1124336591?lang=zh_CN&edition=full","pubTime":"2026-05-07 18:53","market":"hk","language":"zh","title":"奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124336591","media":"老虎资讯综合","summary":"奇景光电公布自结 2026 年第一季合并财务报表及第二季展望。奇景光电2026 年第一季：每 ADS 盈余优于财测预估，营收与毛利率皆位于财测预估上端；2026 年第二季财测预估：营收较上季增长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6 至 10.3 美分。消息公布后，股价盘前大涨29%。","content":"<html><head></head><body><p>奇景光电公布2026 年第一季合并财务报表及第二季展望。奇景光电2026 年第一季：每 ADS 盈余优于财测预估，营收与毛利率皆位于财测预估上端；2026 年第二季财测预估：营收较上季增长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6 至 10.3 美分。</p><p>消息公布后，股价盘前大涨29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27fd74c68b3c4d9ce30d6bb3f11d4c32\" title=\"\" tg-width=\"529\" tg-height=\"154\"/></p><p>以下为关键财务数据：</p><ul style=\"\"><li><p>2026年第一季营收 1亿 9,900万美元，较上季减少 2.0%，位于原先财测预估之季减 2.0%至 6.0%区间的上缘</p></li><li><p>2026 年第一季毛利率 30.4%，位于原先预估持平至小跌区间上缘</p></li><li><p>2026 年第一季税后净利为 800 万美元，每 ADS 盈余 4.6 美分（约新台币 1.5元），超出原先财测预估之盈余 2.0 至 4.0 美分</p></li></ul><ul style=\"\"><li><p>2026 年第二季财测预估，营收较上季成长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6至 10.3 美分（约每 ADS 盈余新台币 2.7***至 3.3 元***），主要反映产品组合改善，高毛利的非驱动 IC 产品营收增加，以及低毛利产品营收减少</p></li></ul><p>奇景预期 2026 年接下来营运动能将持续向上，主要是下半年将有多项新车用项目进入量产，以及非驱动 IC 成长动能挹注，特别是 Tcon 与 WiseEye AI 将持续成长。</p><p>奇景对未来几年车用业务发展前景持续乐观，主要来自领先技术的产品组合、广泛且多元的客户基础、DDIC 与 TDDI 设计导入项目稳健成长，以及显著领先同业的竞争优势。</p><p>尽管车用市场仍面临逆风，奇景车用 Tcon 业务继续维持强劲成长动能，特别是在具分区调光功能的 Tcon 解决方案，凭借广泛且多元客户基础，以及至今累积数百设计项目，为车用 Tcon 业务未来持续成长奠定良好基础。</p><p>奇景预期，未来几年来自 AI 与 AR 眼镜相关应用营收将呈现显著成长。</p><p></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>奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-07 18:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>奇景光电公布2026 年第一季合并财务报表及第二季展望。奇景光电2026 年第一季：每 ADS 盈余优于财测预估，营收与毛利率皆位于财测预估上端；2026 年第二季财测预估：营收较上季增长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6 至 10.3 美分。</p><p>消息公布后，股价盘前大涨29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27fd74c68b3c4d9ce30d6bb3f11d4c32\" title=\"\" tg-width=\"529\" tg-height=\"154\"/></p><p>以下为关键财务数据：</p><ul style=\"\"><li><p>2026年第一季营收 1亿 9,900万美元，较上季减少 2.0%，位于原先财测预估之季减 2.0%至 6.0%区间的上缘</p></li><li><p>2026 年第一季毛利率 30.4%，位于原先预估持平至小跌区间上缘</p></li><li><p>2026 年第一季税后净利为 800 万美元，每 ADS 盈余 4.6 美分（约新台币 1.5元），超出原先财测预估之盈余 2.0 至 4.0 美分</p></li></ul><ul style=\"\"><li><p>2026 年第二季财测预估，营收较上季成长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6至 10.3 美分（约每 ADS 盈余新台币 2.7***至 3.3 元***），主要反映产品组合改善，高毛利的非驱动 IC 产品营收增加，以及低毛利产品营收减少</p></li></ul><p>奇景预期 2026 年接下来营运动能将持续向上，主要是下半年将有多项新车用项目进入量产，以及非驱动 IC 成长动能挹注，特别是 Tcon 与 WiseEye AI 将持续成长。</p><p>奇景对未来几年车用业务发展前景持续乐观，主要来自领先技术的产品组合、广泛且多元的客户基础、DDIC 与 TDDI 设计导入项目稳健成长，以及显著领先同业的竞争优势。</p><p>尽管车用市场仍面临逆风，奇景车用 Tcon 业务继续维持强劲成长动能，特别是在具分区调光功能的 Tcon 解决方案，凭借广泛且多元客户基础，以及至今累积数百设计项目，为车用 Tcon 业务未来持续成长奠定良好基础。</p><p>奇景预期，未来几年来自 AI 与 AR 眼镜相关应用营收将呈现显著成长。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f33bbf70be23d4722cfe924900392e53","relate_stocks":{"HIMX":"奇景光电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124336591","content_text":"奇景光电公布2026 年第一季合并财务报表及第二季展望。奇景光电2026 年第一季：每 ADS 盈余优于财测预估，营收与毛利率皆位于财测预估上端；2026 年第二季财测预估：营收较上季增长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6 至 10.3 美分。消息公布后，股价盘前大涨29%。以下为关键财务数据：2026年第一季营收 1亿 9,900万美元，较上季减少 2.0%，位于原先财测预估之季减 2.0%至 6.0%区间的上缘2026 年第一季毛利率 30.4%，位于原先预估持平至小跌区间上缘2026 年第一季税后净利为 800 万美元，每 ADS 盈余 4.6 美分（约新台币 1.5元），超出原先财测预估之盈余 2.0 至 4.0 美分2026 年第二季财测预估，营收较上季成长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6至 10.3 美分（约每 ADS 盈余新台币 2.7***至 3.3 元***），主要反映产品组合改善，高毛利的非驱动 IC 产品营收增加，以及低毛利产品营收减少奇景预期 2026 年接下来营运动能将持续向上，主要是下半年将有多项新车用项目进入量产，以及非驱动 IC 成长动能挹注，特别是 Tcon 与 WiseEye AI 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