英伟达Q4业绩指引不及最高预期股价盘后一度跌超5%

东方财富11-21

美东时间周三盘后，人工智能（AI）龙头股英伟达公布了2025财年第三财季（截至10月27日）财报。尽管英伟达对其第四财季的业绩指引超出了分析师的平均预期，但没有达到最高预期，因此股价盘后一度跌超5%。截至发稿，英伟达盘后跌超1%。财报显示，英伟达Q3营收为350.8亿美元，同比大增94%，超出分析师预期的331亿美元；在GAAP规则下，净利润为193.09亿美元，同比增长109%，也高于市场预期的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241121071926abd312e7&s=b><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间周三盘后，人工智能（AI）龙头股英伟达公布了2025财年第三财季（截至10月27日）财报。尽管英伟达对其第四财季的业绩指引超出了分析师的平均预期，但没有达到最高预期，因此股价盘后一度跌超5%。截至发稿，英伟达盘后跌超1%。财报显示，英伟达Q3营收为350.8亿美元，同比大增94%，超出分析师预期的331亿美元；在GAAP规则下，净利润为193.09亿美元，同比增长109%，也高于市场预期的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241121071926abd312e7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2430703095.HKD","symbol_name":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) 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hours.","themeId":"2becb1bd09d66457fc94fc77ceea6383","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"美东时间周三盘后，人工智能（AI）龙头股英伟达公布了2025财年第三财季（截至10月27日）财报。尽管英伟达对其第四财季的业绩指引超出了分析师的平均预期，但没有达到最高预期，因此股价盘后一度跌超5%。截至发稿，英伟达盘后跌超1%。财报显示，英伟达Q3营收为350.8亿美元，同比大增94%，超出分析师预期的331亿美元；在GAAP规则下，净利润为193.09亿美元，同比增长109%，也高于市场预期的174亿美元；经调整后的每股收益为0.81美元（非GAAP规则），高于市场预期的0.74美元。（来源：公司官网）英伟达预计其第四财季营收为375亿美元，高于分析师平均预期的371亿美元，然而，最高预期可达410亿美元。具体业务方面，英伟达Q3数据中心业务营收为308亿美元，超出市场预期的288.2亿美元。这部分业务贡献了英伟达绝大部分营收，囊括了市场最关注的AI芯片。游戏业务Q3营收为32.8亿美元，分析师预期为30.3亿美元；图形工作站芯片和汽车芯片Q3营收分别为4.86亿美元和4.49亿美元。虽然英伟达业绩仍在高速增长，但增速已大不如前。该公司第三财季总营收同比增长94%，而之前三个季度的增速分别为122%、262%和265%（根据时间从近到远依次排列）。不难看出，英伟达业绩增速正在逐渐放缓。今年迄今为止，英伟达股价上涨了近三倍，市值约3.6万亿美元（截至周三收盘），是全球市值最高的公司。对于备受关注的英伟达下一代GPU——Blackwell芯片，英伟达CEO黄仁勋在新闻稿中表示，Blackwell芯片目前已全面投产，预计该产品将在未来几个季度都供不应求。黄仁勋还称，当前一代GPU——Hopper芯片仍然很受欢迎。英伟达首席财务官Colette Kress表示，Blackwell芯片计划于本季度开始出货，并将在明年加速出货。Kress称，Hopper和Blackwell系统存在某些供应限制。相关报道英伟达季报：Q4业绩指引不及最高预期 Blackwell芯片已全面投产（文章来源：财联社）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"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; 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英伟达Q4业绩指引不及最高预期 股价盘后一度跌超5%

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英伟达Q4业绩指引不及最高预期股价盘后一度跌超5%