电子樊志远丨英伟达三季度业绩点评：业绩持续高增，新产品即将出货拉动新一轮增长

国金证券研究所08:20

金选·核心观点业绩简评2024年11月21日公司发布2025财年第三季度财报：1）FY3Q25经营情况：单季度营收350.8亿美元，YoY+94%，QoQ+17%，此前指引为325亿美元（+-2%），业绩表现超预期。数据中心营收达308亿美元，YoY+112%，QoQ+17%。2）FY4Q25业绩指引：预计实现营收375亿美元（上下浮动2%），预计实现GAAP和Non-GAAP毛利率分别为...

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