吃包子
05-23
这篇文章不错,转发给大家看看
@Seven8:
英伟达财报速览:全都超超超,大满贯
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 王炸!收入和EPS都大幅超过调高后的预期,毛利率大幅扩张,大幅提升股息分红,并宣布1比10拆股。还给了预期新芯片Blackwell今年会带来大量收入。</p><p>关键指标:</p><ul style=\"\"><li><p>调整后每股收益:$6.12,大幅超预期的$5.59</p></li><li><p>收入:260.4亿美元,大幅超预期的246.5亿美元</p></li><li><p>核心数据中心业务收入:226亿美元,vs 预期211亿美元</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5f159e62fdef4c0892bd01615cbae04\" tg-width=\"1080\" tg-height=\"1080\"></p><p>NVDA第一财季营收创历史新高至260.4亿美元,环比增长18%、同比增长262%。</p><p>其中,<strong>数据中心业务收入收入创新高至226亿美元</strong>,超过市场预期的211亿美元,环比增长23%、同比增长427%。数据中心业务占总收入的81%。</p><p>游戏业务季度收入26亿美元,持平预期,环比下降8%、同比增长18%。<strong>英伟达在传统的“游戏”业务中新增了“AI PC”类目</strong>,可能成为未来关注焦点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c28d8d4e8fe38564c3bd814eb49b459\" tg-width=\"1920\" tg-height=\"958\"></p><p>第一财季<strong>毛利润率为78.9%,</strong>显著高于预期。净利润增超620%至148.1亿美元。调整后的每股收益为6.12美元,环比增长19%、同比增长461%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c40262fcf0d472f8e3a2d40b60e0b173\" tg-width=\"2282\" tg-height=\"1280\"></p><p>英伟达预计<strong>2025财年第二季度收入为280亿美元</strong>(±2%),好于市场预期的268亿美元,但预计非GAAP毛利率降至75.5%(上下浮动 50 个基点),全年毛利率收窄至约70%,也基本符合市场展望。</p><p>英伟达表示,该季度回购了价值 77 亿美元的股票,并支付了 9800 万美元的股息。同时,<strong>将每股普通股现金股息提高150%</strong>至0.1美元(拆股后,股息将为0.01美元)。1拆10股将于6月10日开盘起生效。</p><p>黄仁勋在电话会议上表示:“今年我们将看到 Blackwell 的大量收入。”他表示,Blackwell芯片产品将在今年二季度发货、三季度增产、四季度投放到数据中心。</p><p>最后配个表情吧!实在是太好了,好到无言以对,股价也反映了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a894da1d03ec9ff955418a66875a5f0\" tg-width=\"962\" tg-height=\"576\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 王炸!收入和EPS都大幅超过调高后的预期,毛利率大幅扩张,大幅提升股息分红,并宣布1比10拆股。还给了预期新芯片Blackwell今年会带来大量收入。</p><p>关键指标:</p><ul style=\"\"><li><p>调整后每股收益:$6.12,大幅超预期的$5.59</p></li><li><p>收入:260.4亿美元,大幅超预期的246.5亿美元</p></li><li><p>核心数据中心业务收入:226亿美元,vs 预期211亿美元</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5f159e62fdef4c0892bd01615cbae04\" tg-width=\"1080\" tg-height=\"1080\"></p><p>NVDA第一财季营收创历史新高至260.4亿美元,环比增长18%、同比增长262%。</p><p>其中,<strong>数据中心业务收入收入创新高至226亿美元</strong>,超过市场预期的211亿美元,环比增长23%、同比增长427%。数据中心业务占总收入的81%。</p><p>游戏业务季度收入26亿美元,持平预期,环比下降8%、同比增长18%。<strong>英伟达在传统的“游戏”业务中新增了“AI PC”类目</strong>,可能成为未来关注焦点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c28d8d4e8fe38564c3bd814eb49b459\" tg-width=\"1920\" tg-height=\"958\"></p><p>第一财季<strong>毛利润率为78.9%,</strong>显著高于预期。净利润增超620%至148.1亿美元。调整后的每股收益为6.12美元,环比增长19%、同比增长461%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c40262fcf0d472f8e3a2d40b60e0b173\" tg-width=\"2282\" tg-height=\"1280\"></p><p>英伟达预计<strong>2025财年第二季度收入为280亿美元</strong>(±2%),好于市场预期的268亿美元,但预计非GAAP毛利率降至75.5%(上下浮动 50 个基点),全年毛利率收窄至约70%,也基本符合市场展望。</p><p>英伟达表示,该季度回购了价值 77 亿美元的股票,并支付了 9800 万美元的股息。同时,<strong>将每股普通股现金股息提高150%</strong>至0.1美元(拆股后,股息将为0.01美元)。1拆10股将于6月10日开盘起生效。</p><p>黄仁勋在电话会议上表示:“今年我们将看到 Blackwell 的大量收入。”他表示,Blackwell芯片产品将在今年二季度发货、三季度增产、四季度投放到数据中心。</p><p>最后配个表情吧!实在是太好了,好到无言以对,股价也反映了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a894da1d03ec9ff955418a66875a5f0\" tg-width=\"962\" tg-height=\"576\"></p><p></p></body></html>","text":"$英伟达(NVDA)$ 王炸!收入和EPS都大幅超过调高后的预期,毛利率大幅扩张,大幅提升股息分红,并宣布1比10拆股。还给了预期新芯片Blackwell今年会带来大量收入。 关键指标: 调整后每股收益:$6.12,大幅超预期的$5.59 收入:260.4亿美元,大幅超预期的246.5亿美元 核心数据中心业务收入:226亿美元,vs 预期211亿美元 NVDA第一财季营收创历史新高至260.4亿美元,环比增长18%、同比增长262%。 其中,数据中心业务收入收入创新高至226亿美元,超过市场预期的211亿美元,环比增长23%、同比增长427%。数据中心业务占总收入的81%。 游戏业务季度收入26亿美元,持平预期,环比下降8%、同比增长18%。英伟达在传统的“游戏”业务中新增了“AI PC”类目,可能成为未来关注焦点。 第一财季毛利润率为78.9%,显著高于预期。净利润增超620%至148.1亿美元。调整后的每股收益为6.12美元,环比增长19%、同比增长461%。 英伟达预计2025财年第二季度收入为280亿美元(±2%),好于市场预期的268亿美元,但预计非GAAP毛利率降至75.5%(上下浮动 50 个基点),全年毛利率收窄至约70%,也基本符合市场展望。 英伟达表示,该季度回购了价值 77 亿美元的股票,并支付了 9800 万美元的股息。同时,将每股普通股现金股息提高150%至0.1美元(拆股后,股息将为0.01美元)。1拆10股将于6月10日开盘起生效。 黄仁勋在电话会议上表示:“今年我们将看到 Blackwell 的大量收入。”他表示,Blackwell芯片产品将在今年二季度发货、三季度增产、四季度投放到数据中心。 最后配个表情吧!实在是太好了,好到无言以对,股价也反映了。","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/308877009989776","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDL","NVDS","NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":1207,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":50,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/309016704282808"}
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