英伟达业绩和指引超预期！宣布继续回购股票，盘后股价一度暴涨10%

格隆汇2023-08-24

隔夜美股盘后，AI芯片龙头英伟达公布了业绩和未来指引，均超预期。业绩公布后，公司股价一度涨约10%，现回落至6%，报500.1美元/股。业绩超预期截至2023年7月30日的二季度，英伟达的收入135.1亿美元，同比增长101%，环比增长88%，结束连续三个季度的下降态势，超英伟达此前指引的107.8亿-112.2亿美元、分析师预期的同比增长约65%至110.4亿美元。非GAAP口径下调整后毛利率...

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Announced to continue to buy back shares, the stock price soared by 10% after hours","themeId":"d2be3b9a043d425e824e21676a088005","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"隔夜美股盘后，AI芯片龙头英伟达公布了业绩和未来指引，均超预期。业绩公布后，公司股价一度涨约10%，现回落至6%，报500.1美元/股。业绩超预期截至2023年7月30日的二季度，英伟达的收入135.1亿美元，同比增长101%，环比增长88%，结束连续三个季度的下降态势，超英伟达此前指引的107.8亿-112.2亿美元 、分析师预期的同比增长约65%至110.4亿美元。非GAAP口径下调整后毛利率为71.2%，同比提升25.3个基点，高于公司指引70%、分析师预期的70.1%。非GAAP稀释每股收益为2.7美元，同比增长429%，环比增长148%，高于分析师预期。分业务来看，AI芯片所在数据中心业务贡献突出，游戏业务的收入也优于预期。数据中心业务收入创下历史新高，为103.2亿美元，同比增长171%，环比增长141%。主要来自云服务提供商和大型消费互联网公司，大型语言模型和生成人工智能的开发为基于Hopper和Ampere GPU架构的NVIDIA HGX平台带来了强劲需求。其中，数据中心计算收入同比增长195%，环比增长157%；网络收入同比增长了94%，环比增长了85%。游戏业务收入24.9亿美元，同比增长22%，环比增长11%，主要反映了在渠道库存水平正常化后，对基于NVIDIA Ada Lovelace架构的GeForce RTX 40系列GPU的需求。专业可视化业务收入3.79亿美元，同比下降24%，环比增长28%。同比下降主要反映了渠道库存水平正常化后对合作伙伴的销售下降，环比增长主要是由于更强的企业工作站需求和基于Ada Lovelace架构的NVIDIA RTX产品的增加。汽车业务收入2.53亿美元，同比增长15%，环比下降15%。同比增长的主要来自自动驾驶平台的销售额，环比下降主要反映了整体汽车需求下降，尤其是中国地区。指引也超预期展望下季度，英伟达预计，收入为160亿美元，正负2%，相当于指引范围在156.8亿-163.2亿美元，而分析师预计三季度营收为125亿美元，同比增长近111%。此外，GAAP和非GAAP毛利率预计分别为71.5%和72.5%，正负50个基点；GAAP和非GAAP运营费用预计分别约为29.5亿美元和2亿美元；GAAP和非GAAP其他收入和支出预计约为1亿美元，不包括非附属投资的损益；GAAP和非GAAP税率预计为14.5%，正负1%，不包括任何离散项目。继续回购股票此外，英伟达还将以32.8亿美元回购750万股股票和现金股息的形式向股东返还了33.8亿美元；截至第二季度末，英伟达的股票回购授权剩余39.5亿美元。不过，8月21日，董事会批准了2500亿美元的额外股票回购，没有到期时间。英伟达计划本财年继续回购购票。新时代已开启财报中，英伟达创始人兼CEO黄仁勋表示：“一个新的计算时代已经开始。世界各地的公司正在从通用计算向加速计算和生成人工智能过渡。”黄仁勋还表示，GPU通过英伟达的Mellanox网络和交换机技术连接，并运行CUDA AI软件堆栈，构成了生成AI的计算基础设施。本季度，主要云服务提供商都宣布，大规模采用英伟达 H100人工智能基础设施；领先的企业IT系统和软件提供商宣布建立合作伙伴关系，英伟达的AI芯片将进入各行各业，生成式AI的竞赛正在进行。业绩电话会上，黄仁勋表示，全球在云上安装的数据中心价值已约有1万亿美元，价值数万亿美元的数据中心正在进行加速计算和生成式AI的转变，这两种转变正在同时发生。黄仁勋说，加速计算是目前成本效率最高、最节能、最高效的计算方式，现在又出现了生成式AI支持的计算已经出现，生成式AI让人们有理由将传统的通用计算转变为新型的加速计算。完整财报请看：NVIDIA Announces Financial Results for Second Quarter Fiscal 2024 | NVIDIA Newsroom","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2361060016"}