AI热潮意外给力！英伟达Q1收入优于预期，指引较预期高53%，盘后涨近30%创新高

华尔街见闻2023-05-25

一季度英伟达营收同比下降13%，降幅几乎为市场预期和四季度降幅的一半；AI芯片所在数据中心业务的营收创历史新高，保持10%以上同比增速，游戏业务继续下滑，但收入较预期高13%；二季度营收指引不降反增，同比增近33%。业绩电话会上英伟达称，众多云公司竞相部署AI芯片，其锁定了数据中心芯片的大幅增长，计划下半年大幅增加供应。人工智能（AI）的热潮比华尔街预料的更给力，AI底层算力龙头、芯片巨头英伟达...

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精彩评论

zhuanyen
2023-05-25
zhuanyen
毛利70趴…
资本投资营
2023-05-25
资本投资营
没话可说，太牛逼了，万亿俱乐部又添一名会员
韭菜烈烈
2023-05-25
韭菜烈烈
垃圾A今天又要吹了
慧_4909
2023-05-25
慧_4909
万亿俱乐部！！！
Ark IIG
2023-05-25
Ark IIG
真厉害

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NVIDIA Q1 revenue was better than expected, the guidance was 53% higher than expected, and it rose nearly 30% to a new high after 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保持10%以上同比增速分业务看，英伟达的两大核心业务——数据中心和游戏的收入，包括AI显卡在内的数据中心业务收入创历史新高。游戏业务虽然继续受经济低迷打击，收入两位数下滑，但明显高于市场预期，和数据中心的收入都环比两位数猛增。一季度数据中心营收为42.8亿美元，同比增长14%，环比增长18%，较分析师预期的39.1亿美元高约9.5%， 四季度同比增长11% 。 一季度游戏营收22.4亿美元，同比下降38%，环比增长22%，较分析师预期收入19.8亿美元高13.1%， 四季度同比下降46%。英伟达称，数据中心收入激增主要是由于，对使用基于Hopper和Ampere 架构GPU的生成式AI和大语言模型的需求不断增长。游戏业务下滑源于，宏观经济增长放缓造成的需求疲软，以及渠道库存的正常化道指出货下降。此外，英伟达一季度的专业可视化业务收入同比下降53%至2.95亿美元，高于分析师预期的2.466亿美元，环比增长31%。英伟达认为，这块业务的同比下滑反映出渠道去库存影响，环比增长受到台式机和移动工作站GPU的需求增长推动。二季度营收指引不降反增 同比猛增33%业绩指引方面，英伟达预计，本财年第二财季、即二季度，营收为110亿美元，正负浮动2%，相当于指引范围在107.8亿到112.2亿美元之间。这意味着，二季度将扭转收入连续三个季度同比下滑的势头。以110亿美元计算，英伟达预期二季度营收将同比增长约32.7%，较分析师预期高53.2%。分析师预计二季度营收只有71.8亿美元，同比下降13.4%。英伟达还预计，二季度非GAAP口径下的调整后毛利率为70%、上下浮动50个基点，即69.5%至70.5%，高于分析师预期的66.9%；二季度的营业费用料将为19亿美元，分析师预期18.2亿美元。英伟达CEO黄仁勋在发布财报时提到了有关AI应用的广阔前景，称计算机行业正在同时经历两个转变——加速计算和生成式AI，企业竞相将生成式AI应用到各个产品、服务和业务流程中，全球万亿美元规模的已安装数据中心将从通用计算转变到加速计算。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":655031314,"gmtCreate":1684971523738,"gmtModify":1684971525277,"author":{"id":"3512240391609483","authorId":"3512240391609483","name":"zhuanyen","avatar":"https://static.tigerbbs.com/18d4c57eb01123d6bf29a1f25872dffe","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3512240391609483","idStr":"3512240391609483"},"htmlText":"毛利70趴…","listText":"毛利70趴…","text":"毛利70趴…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655031314","repostId":2338316181,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655033284,"gmtCreate":1684970620148,"gmtModify":1684977363905,"author":{"id":"4089192897492490","authorId":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/4728314479e5fcfbadd7a00d8c61c7c7","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4089192897492490","idStr":"4089192897492490"},"htmlText":"没话可说，太牛逼了，万亿俱乐部又添一名会员","listText":"没话可说，太牛逼了，万亿俱乐部又添一名会员","text":"没话可说，太牛逼了，万亿俱乐部又添一名会员","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655033284","repostId":2338316181,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655033301,"gmtCreate":1684970425504,"gmtModify":1684979183870,"author":{"id":"4090031711776450","authorId":"4090031711776450","name":"韭菜烈烈","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/d30fc324d24ff33075e053005564f0df","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4090031711776450","idStr":"4090031711776450"},"htmlText":"垃圾A今天又要吹了","listText":"垃圾A今天又要吹了","text":"垃圾A今天又要吹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655033301","repostId":2338316181,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655033021,"gmtCreate":1684970319463,"gmtModify":1684970321502,"author":{"id":"3515586475760605","authorId":"3515586475760605","name":"慧_4909","avatar":"https://static.tigerbbs.com/adc2ea5aee7245d4cc04ee6d0fc60efe","vip":1,"crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3515586475760605","idStr":"3515586475760605"},"htmlText":"万亿俱乐部！！！","listText":"万亿俱乐部！！！","text":"万亿俱乐部！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655033021","repostId":2338316181,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655097586,"gmtCreate":1684966712545,"gmtModify":1684966714296,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark 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