英伟达2025财年Q3营收增长
英伟达2025财年Q3营收为351亿美元,同比增长94%
最新新闻
11-21
英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街
英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街
11-22
英伟达FY2025Q3业绩延续高增 国产大模型发展迈入爆发期
英伟达FY2025Q3业绩延续高增 国产大模型发展迈入爆发期
11-21
英伟达盘初一度涨超4% Q3净利润同比增长109%
英伟达盘初一度涨超4% Q3净利润同比增长109%
11-21
英伟达(NVDA)盘前跌超2% Q3财报亮眼 惟业绩指引难达华尔街超高预期
英伟达(NVDA)盘前跌超2% Q3财报亮眼 惟业绩指引难达华尔街超高预期
11-21
AI“总舵主”英伟达Q3业绩出炉,盘后股价竟下挫?
AI“总舵主”英伟达Q3业绩出炉,盘后股价竟下挫?
11-21
英伟达Q3净利193亿美元,同比暴涨109%!
英伟达Q3净利193亿美元,同比暴涨109%!
11-21
英伟达第三财季营收超过350亿美元再创新高 预计第四财季会更高
英伟达第三财季营收超过350亿美元再创新高 预计第四财季会更高
11-21
“AI信仰”再掀狂澜!Q3营收猛增94%,英伟达仍是那个无可比拟的“版本答案”
“AI信仰”再掀狂澜!Q3营收猛增94%,英伟达仍是那个无可比拟的“版本答案”
11-21
早报 (11.21)| 英伟达Q3财报公布!盘后股价巨震;比特币续攀历史新高;美国再次一票否决加沙停火协议
早报 (11.21)| 英伟达Q3财报公布!盘后股价巨震;比特币续攀历史新高;美国再次一票否决加沙停火协议
11-21
早餐 | 英伟达Q3营收、数据中心收入均超预期,Q4指引不及华尔街预期,盘后一度跌5%
早餐 | 英伟达Q3营收、数据中心收入均超预期,Q4指引不及华尔街预期,盘后一度跌5%
11-21
英伟达财报出炉
英伟达财报出炉
11-21
英伟达Q3财季营收增长94%至351亿美元,Blackwell芯片全面投产
英伟达Q3财季营收增长94%至351亿美元,Blackwell芯片全面投产
11-21
英伟达第三财季营收350.82美元 净利润同比大增109%
英伟达第三财季营收350.82美元 净利润同比大增109%
11-21
AI需求强劲!三季度营收同比近翻倍,英伟达股价盘后却一度跌超5%!热门中概股普涨,这只股大涨超42%
AI需求强劲!三季度营收同比近翻倍,英伟达股价盘后却一度跌超5%!热门中概股普涨,这只股大涨超42%
11-21
“尖子生”英伟达财报:超预期但无法满足所有人的预期
“尖子生”英伟达财报:超预期但无法满足所有人的预期
11-21
英伟达 (NVIDIA) 公布 2025 财年第三季度财报
英伟达 (NVIDIA) 公布 2025 财年第三季度财报
11-21
英伟达三季度营收351亿美元 分析师预期332.5亿美元
英伟达三季度营收351亿美元 分析师预期332.5亿美元
11-21
英伟达三季度营收351亿美元,分析师预期332.5亿美元。三季度数据中心收入308亿美元,预期291.4亿美元。 英伟达盘后涨0.18%
英伟达三季度营收351亿美元,分析师预期332.5亿美元。三季度数据中心收入308亿美元,预期291.4亿美元。 英伟达盘后涨0.18%
11-21
嫌指引不够炸裂?英伟达Q3营收增长不足三位数仍超预期,盘后一度跌5% | 财报见闻
嫌指引不够炸裂?英伟达Q3营收增长不足三位数仍超预期,盘后一度跌5% | 财报见闻
展示更多
用户讨论
hello123
11-21
国外公司真挣钱
英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街
long or short
11-21
牛
英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街
加载更多
APP内打开
{"i18n":{"language":"zh_CN"},"financialEventData":{"themeId":"6fb7fbd3e8fe849f241e9347295becae","name":"英伟达2025财年Q3营收增长","description":"英伟达2025财年Q3营收为351亿美元,同比增长94%","image":"https://static.tigerbbs.com/94518631ea8630131b1a8562c1b55bdd","type":2,"style":4,"follow":false,"createTime":1732138515936,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":6fb7fbd3e8fe849f241e9347295becae}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["NVDA.O","NVDA"],"tweetCounts":2,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"英伟达2025财年Q3营收增长","tweetAmount":2,"imageIsDefault":false},"news":[{"id":91473,"article_id":"1176718852","title":"英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街","subtitle":"","subtitle_show":0,"pub_time":1732137655788,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{"NVDA":1},"rights":null},{"id":92379,"article_id":"2485241168","title":"英伟达FY2025Q3业绩延续高增 国产大模型发展迈入爆发期","subtitle":"","subtitle_show":0,"pub_time":1732205594000,"source_id":"tencent","language":"zh","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241122001637abd51452&s=b","is_publish_highlight":0,"symbols_score_info":{"NVDA":1,"NVD3.UK":0.6,"NVD":0.6,"NVD2.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},"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241122001637abd51452&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true}},{"id":92290,"article_id":"2485490772","title":"英伟达盘初一度涨超4% Q3净利润同比增长109%","subtitle":"","subtitle_show":0,"pub_time":1732200420000,"source_id":"sina","language":"zh","url":"https://finance.sina.com.cn/stock/relnews/us/2024-11-21/doc-incwvyre1173689.shtml","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/us/2024-11-21/doc-incwvyre1173689.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true}},{"id":92054,"article_id":"2485624904","title":"英伟达(NVDA)盘前跌超2% Q3财报亮眼 惟业绩指引难达华尔街超高预期","subtitle":"","subtitle_show":0,"pub_time":1732189416000,"source_id":"jinwu_rss","language":"zh","url":"282274","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":null},{"id":91588,"article_id":"2485343686","title":"AI“总舵主”英伟达Q3业绩出炉,盘后股价竟下挫?","subtitle":"","subtitle_show":0,"pub_time":1732167794000,"source_id":"tencent_tech","language":"zh","url":"https://new.qq.com/rain/a/20241121A04ODU00","is_publish_highlight":0,"symbols_score_info":{"NVDA":1,"NVD3.UK":0.6,"NVD":0.6,"NVD2.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},"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20241121A04ODU00","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 3px;}strong{font-weight:500;#lv2TextColor#}","selectors":".main-wrapper","filters":".follow_top, .channel-entry, .collapseWrapper, .pic, .gap, .showDividingLine, .loader, .container, .ct-sumary, .nav, .landad, .hairline-top, .footer, .recommend-modules, .headroom-wrapper, .elevator","directOrigin":true}},{"id":91565,"article_id":"2485488758","title":"英伟达Q3净利193亿美元,同比暴涨109%!","subtitle":"","subtitle_show":0,"pub_time":1732154020000,"source_id":"tencent","language":"zh","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241121101322a24a05f6&s=b","is_publish_highlight":0,"symbols_score_info":{"NVDA":1,"NVD3.UK":0.6,"NVD":0.6,"NVD2.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},"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241121101322a24a05f6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true}},{"id":91542,"article_id":"2485910445","title":"英伟达第三财季营收超过350亿美元再创新高 预计第四财季会更高","subtitle":"","subtitle_show":0,"pub_time":1732151883000,"source_id":"tencent","language":"zh","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241121091803a249e4a8&s=b","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241121091803a249e4a8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true}},{"id":91508,"article_id":"2485986109","title":"“AI信仰”再掀狂澜!Q3营收猛增94%,英伟达仍是那个无可比拟的“版本答案”","subtitle":"","subtitle_show":0,"pub_time":1732148753000,"source_id":"stock_zhitongcaijing","language":"zh","url":"http://www.zhitongcaijing.com/content/detail/1213800.html","is_publish_highlight":1,"symbols_score_info":{"NVDA":1},"rights":null},{"id":91499,"article_id":"2485105928","title":"早报 (11.21)| 英伟达Q3财报公布!盘后股价巨震;比特币续攀历史新高;美国再次一票否决加沙停火协议","subtitle":"","subtitle_show":0,"pub_time":1732147847000,"source_id":"gelonghui_highlight","language":"zh","url":"https://www.gelonghui.com/p/1357672","is_publish_highlight":0,"symbols_score_info":{"03008":1,"03042":1,"03439":1,"09008":1,"09042":1,"09439":1,"NVDA":1},"rights":null},{"id":91498,"article_id":"2485103080","title":"早餐 | 英伟达Q3营收、数据中心收入均超预期,Q4指引不及华尔街预期,盘后一度跌5%","subtitle":"","subtitle_show":0,"pub_time":1732146480000,"source_id":"sina","language":"zh","url":"https://finance.sina.com.cn/roll/2024-11-21/doc-incwunpu4809042.shtml","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2024-11-21/doc-incwunpu4809042.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true}},{"id":91479,"article_id":"2485616108","title":"英伟达财报出炉","subtitle":"","subtitle_show":0,"pub_time":1732145250000,"source_id":"stock_eastmoney","language":"zh","url":"http://finance.eastmoney.com/a/202411213245872986.html","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":null},{"id":91477,"article_id":"2485170955","title":"英伟达Q3财季营收增长94%至351亿美元,Blackwell芯片全面投产","subtitle":"","subtitle_show":0,"pub_time":1732143600000,"source_id":"sina","language":"zh","url":"https://finance.sina.com.cn/stock/relnews/us/2024-11-21/doc-incwunpu4794269.shtml","is_publish_highlight":0,"symbols_score_info":{"159813":1,"NVDA":1},"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/us/2024-11-21/doc-incwunpu4794269.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true}},{"id":91448,"article_id":"2485172411","title":"英伟达第三财季营收350.82美元 净利润同比大增109%","subtitle":"","subtitle_show":0,"pub_time":1732142486000,"source_id":"sina_us","language":"zh","url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-21/doc-incwunpw1564732.shtml","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":null},{"id":91447,"article_id":"2485317241","title":"AI需求强劲!三季度营收同比近翻倍,英伟达股价盘后却一度跌超5%!热门中概股普涨,这只股大涨超42%","subtitle":"","subtitle_show":0,"pub_time":1732142160000,"source_id":"tencent","language":"zh","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241121063845abd300a6&s=b","is_publish_highlight":0,"symbols_score_info":{"NVDA":1,"TTTN":1},"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241121063845abd300a6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true}},{"id":91407,"article_id":"2485176270","title":"“尖子生”英伟达财报:超预期但无法满足所有人的预期","subtitle":"","subtitle_show":0,"pub_time":1732139116000,"source_id":"live_meigang","language":"zh","url":"https://www.ushknews.com/","is_publish_highlight":0,"symbols_score_info":{"159813":1,"161631":1,"TSLA":1,"NVDA":1,"MSFT":1,"GOOGL":1,"GOOG":1,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDL":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6},"rights":null},{"id":91363,"article_id":"2485757791","title":"英伟达 (NVIDIA) 公布 2025 财年第三季度财报","subtitle":"","subtitle_show":0,"pub_time":1732138320000,"source_id":"sina","language":"zh","url":"https://finance.sina.com.cn/blockchain/roll/2024-11-21/doc-incwuhfw4904672.shtml","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":{"source":"sina","url":"https://finance.sina.com.cn/blockchain/roll/2024-11-21/doc-incwuhfw4904672.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true}},{"id":91362,"article_id":"2485175775","title":"英伟达三季度营收351亿美元 分析师预期332.5亿美元","subtitle":"","subtitle_show":0,"pub_time":1732137720000,"source_id":"sina","language":"zh","url":"https://finance.sina.com.cn/roll/2024-11-21/doc-incwuhfw4904345.shtml","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2024-11-21/doc-incwuhfw4904345.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true}},{"id":91361,"article_id":"2485175679","title":"英伟达三季度营收351亿美元,分析师预期332.5亿美元。三季度数据中心收入308亿美元,预期291.4亿美元。\n英伟达盘后涨0.18%","subtitle":"","subtitle_show":0,"pub_time":1732137648000,"source_id":"wallstreetcn_hot_news","language":"zh","url":"https://wallstreetcn.com/articles/3734764","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":null},{"id":91406,"article_id":"2485179346","title":"嫌指引不够炸裂?英伟达Q3营收增长不足三位数仍超预期,盘后一度跌5% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1732137648000,"source_id":"awtmt_stock","language":"zh","url":"https://api.jianyuweb.com/apiv1/content/articles/3734764?extract=1","is_publish_highlight":0,"symbols_score_info":{"NVDA":1},"rights":null}],"views":[],"tweetList":[{"id":373405653541296,"gmtCreate":1732203282118,"gmtModify":1732203284096,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"国外公司真挣钱","listText":"国外公司真挣钱","text":"国外公司真挣钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373405653541296","repostId":"1176718852","repostType":2,"repost":{"id":"1176718852","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732137655,"share":"https://www.laohu8.com/m/news/1176718852?lang=&edition=full","pubTime":"2024-11-21 05:20","market":"us","language":"zh","title":"英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街","url":"https://stock-news.laohu8.com/highlight/detail?id=1176718852","media":"老虎资讯综合","summary":"11月21日,$英伟达(NVDA)$Q3营收351亿美元,上年同期为181.2亿美元,市场预期为330亿美元;Q3数据中心业务收入为308亿美元,上一财季为263亿美元,同比增长112%。","content":"<html><head></head><body><p><strong>【直播回放】<a href=\"https://www.laohu8.com/m/live/1815733153422346/?name=RNLive&rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"英伟达FY2025Q3业绩电话会议\" target=\"_blank\" class=\"\">英伟达FY2025Q3业绩电话会议</a></strong></p><blockquote><p>AI芯片巨头英伟达Q3业绩全面超市场预期,但本季的指引中值未能达到分析师的高端预期。从股价表现看,投资者似乎觉得这样的指引不够炸裂,盘后英伟达股价一度大跌近5%。</p></blockquote><p>11月21日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第三季度业绩。财报显示,第三季度营收350.82亿美元,市场预期332.5亿美元,去年同期181.2亿美元;净利润193.09亿美元,市场预期185.5亿美元,去年同期92.43亿美元;每股收益0.78美元,市场预期0.69美元,去年同期3.71美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31c7f2278ef9c027b74269443a090d8d\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_3143940233\">主要财务数据</h2><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>:三季度营业收入350.8亿美元,同比增长94%,分析师预期中值为332.5亿美元,英伟达自身指引318.5亿至331.5亿美元,前一季度同比增长122%。</p></li><li><p style=\"text-align: justify;\"><strong>EPS</strong>:三季度非GAAP口径下调整后的每股收益(EPS)为0.81美元,同比增长103%,分析师预期0.74美元,前一季度同比增长152%。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>:三季度调整后毛利率为75%,持平一年前水平和分析师预期,环比下降0.7个百分点,英伟达指引为74.5%至75.5%,前一季度为75.7%、同比提升4.5个百分点。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9c8a4421cc90d0bb2ef72376109843\" title=\"\" tg-width=\"658\" tg-height=\"768\"/></p><h2 id=\"id_3676965321\">分业务来看</h2><ul style=\"\"><li><p><strong>数据中心</strong>:三季度数据中心营收308亿美元,同比增长112%,分析师预期为291.4亿美元,前一季度同比增长154%。</p></li><li><p><strong>游戏和AI PC</strong>:三季度游戏和AI PC业务营收33亿美元,同比增长15%,分析师预期为30.6亿美元,前一季度同比增长16%。</p></li><li><p><strong>专业可视化</strong>:三季度专业可视化营收4.86亿美元,同比增长17%,分析师预期为4.777亿美元,前一季度同比增长20%。</p></li><li><p><strong>汽车和机器人</strong>:三季度汽车和机器人业务营收4.49亿美元,同比增长72%,分析师预期为3.645亿美元,前一季度同比增长37%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3684eb77f6d821f4dfb68f3d2c5a245c\" title=\"\" tg-width=\"1395\" tg-height=\"688\"/></p><h2 id=\"id_2790492279\">业绩指引</h2><ul style=\"\"><li><p><strong>营收</strong>:四季度营收预计为375亿美元,上下浮动2%,即367.5亿至382.5亿美元,分析师预期中值为371亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>:三季度非GAAP口径下毛利率预计为73%至73.5%,上下浮动50个基点,即最低72.5%,最高74%。</p></li></ul><p>财报发布后,英伟达美股盘后大幅波动,一度跌近5%,随后收窄至1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/156da63406a7ba063ba8e3c1ab2db6ad\" title=\"\" tg-width=\"877\" tg-height=\"829\"/></p><h2 id=\"id_2227559942\">业绩电话会</h2><p><strong>英伟达:AI芯片Blackwell的需求“大得惊人”,将从2025财年的四季度开始发货</strong></p><p>英伟达表示,AI芯片Blackwell产品发货将从2025财年的四季度开始,届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将(连续)持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能(AI)时代“全速前进”。网络需求是强劲的,正在增长。</p><p>Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产(完成时),Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络(业务)将回归连续季度性的增长。</p><h2 id=\"id_3860415872\">机构点评</h2><p><strong>英伟达四季度营收预期未能打动华尔街</strong></p><p>英伟达周三公布的第四季度营收预测略高于预期,但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元,上下浮动2%,而根据LSEG编制的数据,分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示:“人工智能时代正在全速发展,推动全球向英伟达计算的转变。”他说:“随着基础模型制造商扩大预训练、后训练和推理的规模,对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前,人们的预期很高,英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止,该公司股价几乎翻了两番,在过去两年中上涨了九倍多。</p><p><strong>英伟达四季度营收前景有些模棱两可</strong></p><p style=\"text-align: start;\">分析师Reinicke:如果对营收前景进行“正负2%”的预测——根据快速计算,这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应(股价在盘后下跌)。如果它出现在“- 2%”的一边,它将低于预期。当然,如果减得少一点,或者是“+2%”,就会达到或超过预期。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-21 05:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【直播回放】<a href=\"https://www.laohu8.com/m/live/1815733153422346/?name=RNLive&rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"英伟达FY2025Q3业绩电话会议\" target=\"_blank\" class=\"\">英伟达FY2025Q3业绩电话会议</a></strong></p><blockquote><p>AI芯片巨头英伟达Q3业绩全面超市场预期,但本季的指引中值未能达到分析师的高端预期。从股价表现看,投资者似乎觉得这样的指引不够炸裂,盘后英伟达股价一度大跌近5%。</p></blockquote><p>11月21日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第三季度业绩。财报显示,第三季度营收350.82亿美元,市场预期332.5亿美元,去年同期181.2亿美元;净利润193.09亿美元,市场预期185.5亿美元,去年同期92.43亿美元;每股收益0.78美元,市场预期0.69美元,去年同期3.71美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31c7f2278ef9c027b74269443a090d8d\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_3143940233\">主要财务数据</h2><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>:三季度营业收入350.8亿美元,同比增长94%,分析师预期中值为332.5亿美元,英伟达自身指引318.5亿至331.5亿美元,前一季度同比增长122%。</p></li><li><p style=\"text-align: justify;\"><strong>EPS</strong>:三季度非GAAP口径下调整后的每股收益(EPS)为0.81美元,同比增长103%,分析师预期0.74美元,前一季度同比增长152%。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>:三季度调整后毛利率为75%,持平一年前水平和分析师预期,环比下降0.7个百分点,英伟达指引为74.5%至75.5%,前一季度为75.7%、同比提升4.5个百分点。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9c8a4421cc90d0bb2ef72376109843\" title=\"\" tg-width=\"658\" tg-height=\"768\"/></p><h2 id=\"id_3676965321\">分业务来看</h2><ul style=\"\"><li><p><strong>数据中心</strong>:三季度数据中心营收308亿美元,同比增长112%,分析师预期为291.4亿美元,前一季度同比增长154%。</p></li><li><p><strong>游戏和AI PC</strong>:三季度游戏和AI PC业务营收33亿美元,同比增长15%,分析师预期为30.6亿美元,前一季度同比增长16%。</p></li><li><p><strong>专业可视化</strong>:三季度专业可视化营收4.86亿美元,同比增长17%,分析师预期为4.777亿美元,前一季度同比增长20%。</p></li><li><p><strong>汽车和机器人</strong>:三季度汽车和机器人业务营收4.49亿美元,同比增长72%,分析师预期为3.645亿美元,前一季度同比增长37%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3684eb77f6d821f4dfb68f3d2c5a245c\" title=\"\" tg-width=\"1395\" tg-height=\"688\"/></p><h2 id=\"id_2790492279\">业绩指引</h2><ul style=\"\"><li><p><strong>营收</strong>:四季度营收预计为375亿美元,上下浮动2%,即367.5亿至382.5亿美元,分析师预期中值为371亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>:三季度非GAAP口径下毛利率预计为73%至73.5%,上下浮动50个基点,即最低72.5%,最高74%。</p></li></ul><p>财报发布后,英伟达美股盘后大幅波动,一度跌近5%,随后收窄至1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/156da63406a7ba063ba8e3c1ab2db6ad\" title=\"\" tg-width=\"877\" tg-height=\"829\"/></p><h2 id=\"id_2227559942\">业绩电话会</h2><p><strong>英伟达:AI芯片Blackwell的需求“大得惊人”,将从2025财年的四季度开始发货</strong></p><p>英伟达表示,AI芯片Blackwell产品发货将从2025财年的四季度开始,届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将(连续)持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能(AI)时代“全速前进”。网络需求是强劲的,正在增长。</p><p>Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产(完成时),Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络(业务)将回归连续季度性的增长。</p><h2 id=\"id_3860415872\">机构点评</h2><p><strong>英伟达四季度营收预期未能打动华尔街</strong></p><p>英伟达周三公布的第四季度营收预测略高于预期,但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元,上下浮动2%,而根据LSEG编制的数据,分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示:“人工智能时代正在全速发展,推动全球向英伟达计算的转变。”他说:“随着基础模型制造商扩大预训练、后训练和推理的规模,对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前,人们的预期很高,英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止,该公司股价几乎翻了两番,在过去两年中上涨了九倍多。</p><p><strong>英伟达四季度营收前景有些模棱两可</strong></p><p style=\"text-align: start;\">分析师Reinicke:如果对营收前景进行“正负2%”的预测——根据快速计算,这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应(股价在盘后下跌)。如果它出现在“- 2%”的一边,它将低于预期。当然,如果减得少一点,或者是“+2%”,就会达到或超过预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4587":"ChatGPT概念","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4588":"碎股","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4581":"高盛持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176718852","content_text":"【直播回放】英伟达FY2025Q3业绩电话会议AI芯片巨头英伟达Q3业绩全面超市场预期,但本季的指引中值未能达到分析师的高端预期。从股价表现看,投资者似乎觉得这样的指引不够炸裂,盘后英伟达股价一度大跌近5%。11月21日,英伟达发布2025财年第三季度业绩。财报显示,第三季度营收350.82亿美元,市场预期332.5亿美元,去年同期181.2亿美元;净利润193.09亿美元,市场预期185.5亿美元,去年同期92.43亿美元;每股收益0.78美元,市场预期0.69美元,去年同期3.71美元。主要财务数据营收:三季度营业收入350.8亿美元,同比增长94%,分析师预期中值为332.5亿美元,英伟达自身指引318.5亿至331.5亿美元,前一季度同比增长122%。EPS:三季度非GAAP口径下调整后的每股收益(EPS)为0.81美元,同比增长103%,分析师预期0.74美元,前一季度同比增长152%。毛利率:三季度调整后毛利率为75%,持平一年前水平和分析师预期,环比下降0.7个百分点,英伟达指引为74.5%至75.5%,前一季度为75.7%、同比提升4.5个百分点。分业务来看数据中心:三季度数据中心营收308亿美元,同比增长112%,分析师预期为291.4亿美元,前一季度同比增长154%。游戏和AI PC:三季度游戏和AI PC业务营收33亿美元,同比增长15%,分析师预期为30.6亿美元,前一季度同比增长16%。专业可视化:三季度专业可视化营收4.86亿美元,同比增长17%,分析师预期为4.777亿美元,前一季度同比增长20%。汽车和机器人:三季度汽车和机器人业务营收4.49亿美元,同比增长72%,分析师预期为3.645亿美元,前一季度同比增长37%。业绩指引营收:四季度营收预计为375亿美元,上下浮动2%,即367.5亿至382.5亿美元,分析师预期中值为371亿美元。毛利率:三季度非GAAP口径下毛利率预计为73%至73.5%,上下浮动50个基点,即最低72.5%,最高74%。财报发布后,英伟达美股盘后大幅波动,一度跌近5%,随后收窄至1%。业绩电话会英伟达:AI芯片Blackwell的需求“大得惊人”,将从2025财年的四季度开始发货英伟达表示,AI芯片Blackwell产品发货将从2025财年的四季度开始,届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将(连续)持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能(AI)时代“全速前进”。网络需求是强劲的,正在增长。Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产(完成时),Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络(业务)将回归连续季度性的增长。机构点评英伟达四季度营收预期未能打动华尔街英伟达周三公布的第四季度营收预测略高于预期,但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元,上下浮动2%,而根据LSEG编制的数据,分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示:“人工智能时代正在全速发展,推动全球向英伟达计算的转变。”他说:“随着基础模型制造商扩大预训练、后训练和推理的规模,对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前,人们的预期很高,英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止,该公司股价几乎翻了两番,在过去两年中上涨了九倍多。英伟达四季度营收前景有些模棱两可分析师Reinicke:如果对营收前景进行“正负2%”的预测——根据快速计算,这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应(股价在盘后下跌)。如果它出现在“- 2%”的一边,它将低于预期。当然,如果减得少一点,或者是“+2%”,就会达到或超过预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373390391820688,"gmtCreate":1732199552816,"gmtModify":1732199554491,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"long or short","avatar":"https://static.tigerbbs.com/c4336f4b8324f20a45f7e23e160886a5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493179575404193","authorIdStr":"3493179575404193"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373390391820688","repostId":"1176718852","repostType":2,"repost":{"id":"1176718852","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732137655,"share":"https://www.laohu8.com/m/news/1176718852?lang=&edition=full","pubTime":"2024-11-21 05:20","market":"us","language":"zh","title":"英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街","url":"https://stock-news.laohu8.com/highlight/detail?id=1176718852","media":"老虎资讯综合","summary":"11月21日,$英伟达(NVDA)$Q3营收351亿美元,上年同期为181.2亿美元,市场预期为330亿美元;Q3数据中心业务收入为308亿美元,上一财季为263亿美元,同比增长112%。","content":"<html><head></head><body><p><strong>【直播回放】<a href=\"https://www.laohu8.com/m/live/1815733153422346/?name=RNLive&rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"英伟达FY2025Q3业绩电话会议\" target=\"_blank\" class=\"\">英伟达FY2025Q3业绩电话会议</a></strong></p><blockquote><p>AI芯片巨头英伟达Q3业绩全面超市场预期,但本季的指引中值未能达到分析师的高端预期。从股价表现看,投资者似乎觉得这样的指引不够炸裂,盘后英伟达股价一度大跌近5%。</p></blockquote><p>11月21日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第三季度业绩。财报显示,第三季度营收350.82亿美元,市场预期332.5亿美元,去年同期181.2亿美元;净利润193.09亿美元,市场预期185.5亿美元,去年同期92.43亿美元;每股收益0.78美元,市场预期0.69美元,去年同期3.71美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31c7f2278ef9c027b74269443a090d8d\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_3143940233\">主要财务数据</h2><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>:三季度营业收入350.8亿美元,同比增长94%,分析师预期中值为332.5亿美元,英伟达自身指引318.5亿至331.5亿美元,前一季度同比增长122%。</p></li><li><p style=\"text-align: justify;\"><strong>EPS</strong>:三季度非GAAP口径下调整后的每股收益(EPS)为0.81美元,同比增长103%,分析师预期0.74美元,前一季度同比增长152%。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>:三季度调整后毛利率为75%,持平一年前水平和分析师预期,环比下降0.7个百分点,英伟达指引为74.5%至75.5%,前一季度为75.7%、同比提升4.5个百分点。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9c8a4421cc90d0bb2ef72376109843\" title=\"\" tg-width=\"658\" tg-height=\"768\"/></p><h2 id=\"id_3676965321\">分业务来看</h2><ul style=\"\"><li><p><strong>数据中心</strong>:三季度数据中心营收308亿美元,同比增长112%,分析师预期为291.4亿美元,前一季度同比增长154%。</p></li><li><p><strong>游戏和AI PC</strong>:三季度游戏和AI PC业务营收33亿美元,同比增长15%,分析师预期为30.6亿美元,前一季度同比增长16%。</p></li><li><p><strong>专业可视化</strong>:三季度专业可视化营收4.86亿美元,同比增长17%,分析师预期为4.777亿美元,前一季度同比增长20%。</p></li><li><p><strong>汽车和机器人</strong>:三季度汽车和机器人业务营收4.49亿美元,同比增长72%,分析师预期为3.645亿美元,前一季度同比增长37%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3684eb77f6d821f4dfb68f3d2c5a245c\" title=\"\" tg-width=\"1395\" tg-height=\"688\"/></p><h2 id=\"id_2790492279\">业绩指引</h2><ul style=\"\"><li><p><strong>营收</strong>:四季度营收预计为375亿美元,上下浮动2%,即367.5亿至382.5亿美元,分析师预期中值为371亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>:三季度非GAAP口径下毛利率预计为73%至73.5%,上下浮动50个基点,即最低72.5%,最高74%。</p></li></ul><p>财报发布后,英伟达美股盘后大幅波动,一度跌近5%,随后收窄至1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/156da63406a7ba063ba8e3c1ab2db6ad\" title=\"\" tg-width=\"877\" tg-height=\"829\"/></p><h2 id=\"id_2227559942\">业绩电话会</h2><p><strong>英伟达:AI芯片Blackwell的需求“大得惊人”,将从2025财年的四季度开始发货</strong></p><p>英伟达表示,AI芯片Blackwell产品发货将从2025财年的四季度开始,届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将(连续)持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能(AI)时代“全速前进”。网络需求是强劲的,正在增长。</p><p>Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产(完成时),Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络(业务)将回归连续季度性的增长。</p><h2 id=\"id_3860415872\">机构点评</h2><p><strong>英伟达四季度营收预期未能打动华尔街</strong></p><p>英伟达周三公布的第四季度营收预测略高于预期,但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元,上下浮动2%,而根据LSEG编制的数据,分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示:“人工智能时代正在全速发展,推动全球向英伟达计算的转变。”他说:“随着基础模型制造商扩大预训练、后训练和推理的规模,对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前,人们的预期很高,英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止,该公司股价几乎翻了两番,在过去两年中上涨了九倍多。</p><p><strong>英伟达四季度营收前景有些模棱两可</strong></p><p style=\"text-align: start;\">分析师Reinicke:如果对营收前景进行“正负2%”的预测——根据快速计算,这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应(股价在盘后下跌)。如果它出现在“- 2%”的一边,它将低于预期。当然,如果减得少一点,或者是“+2%”,就会达到或超过预期。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达Q3业绩全面超预期,但Q4营收预期未能打动华尔街\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-21 05:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【直播回放】<a href=\"https://www.laohu8.com/m/live/1815733153422346/?name=RNLive&rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"英伟达FY2025Q3业绩电话会议\" target=\"_blank\" class=\"\">英伟达FY2025Q3业绩电话会议</a></strong></p><blockquote><p>AI芯片巨头英伟达Q3业绩全面超市场预期,但本季的指引中值未能达到分析师的高端预期。从股价表现看,投资者似乎觉得这样的指引不够炸裂,盘后英伟达股价一度大跌近5%。</p></blockquote><p>11月21日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第三季度业绩。财报显示,第三季度营收350.82亿美元,市场预期332.5亿美元,去年同期181.2亿美元;净利润193.09亿美元,市场预期185.5亿美元,去年同期92.43亿美元;每股收益0.78美元,市场预期0.69美元,去年同期3.71美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31c7f2278ef9c027b74269443a090d8d\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_3143940233\">主要财务数据</h2><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>:三季度营业收入350.8亿美元,同比增长94%,分析师预期中值为332.5亿美元,英伟达自身指引318.5亿至331.5亿美元,前一季度同比增长122%。</p></li><li><p style=\"text-align: justify;\"><strong>EPS</strong>:三季度非GAAP口径下调整后的每股收益(EPS)为0.81美元,同比增长103%,分析师预期0.74美元,前一季度同比增长152%。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>:三季度调整后毛利率为75%,持平一年前水平和分析师预期,环比下降0.7个百分点,英伟达指引为74.5%至75.5%,前一季度为75.7%、同比提升4.5个百分点。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9c8a4421cc90d0bb2ef72376109843\" title=\"\" tg-width=\"658\" tg-height=\"768\"/></p><h2 id=\"id_3676965321\">分业务来看</h2><ul style=\"\"><li><p><strong>数据中心</strong>:三季度数据中心营收308亿美元,同比增长112%,分析师预期为291.4亿美元,前一季度同比增长154%。</p></li><li><p><strong>游戏和AI PC</strong>:三季度游戏和AI PC业务营收33亿美元,同比增长15%,分析师预期为30.6亿美元,前一季度同比增长16%。</p></li><li><p><strong>专业可视化</strong>:三季度专业可视化营收4.86亿美元,同比增长17%,分析师预期为4.777亿美元,前一季度同比增长20%。</p></li><li><p><strong>汽车和机器人</strong>:三季度汽车和机器人业务营收4.49亿美元,同比增长72%,分析师预期为3.645亿美元,前一季度同比增长37%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3684eb77f6d821f4dfb68f3d2c5a245c\" title=\"\" tg-width=\"1395\" tg-height=\"688\"/></p><h2 id=\"id_2790492279\">业绩指引</h2><ul style=\"\"><li><p><strong>营收</strong>:四季度营收预计为375亿美元,上下浮动2%,即367.5亿至382.5亿美元,分析师预期中值为371亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>:三季度非GAAP口径下毛利率预计为73%至73.5%,上下浮动50个基点,即最低72.5%,最高74%。</p></li></ul><p>财报发布后,英伟达美股盘后大幅波动,一度跌近5%,随后收窄至1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/156da63406a7ba063ba8e3c1ab2db6ad\" title=\"\" tg-width=\"877\" tg-height=\"829\"/></p><h2 id=\"id_2227559942\">业绩电话会</h2><p><strong>英伟达:AI芯片Blackwell的需求“大得惊人”,将从2025财年的四季度开始发货</strong></p><p>英伟达表示,AI芯片Blackwell产品发货将从2025财年的四季度开始,届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将(连续)持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能(AI)时代“全速前进”。网络需求是强劲的,正在增长。</p><p>Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产(完成时),Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络(业务)将回归连续季度性的增长。</p><h2 id=\"id_3860415872\">机构点评</h2><p><strong>英伟达四季度营收预期未能打动华尔街</strong></p><p>英伟达周三公布的第四季度营收预测略高于预期,但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元,上下浮动2%,而根据LSEG编制的数据,分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示:“人工智能时代正在全速发展,推动全球向英伟达计算的转变。”他说:“随着基础模型制造商扩大预训练、后训练和推理的规模,对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前,人们的预期很高,英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止,该公司股价几乎翻了两番,在过去两年中上涨了九倍多。</p><p><strong>英伟达四季度营收前景有些模棱两可</strong></p><p style=\"text-align: start;\">分析师Reinicke:如果对营收前景进行“正负2%”的预测——根据快速计算,这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应(股价在盘后下跌)。如果它出现在“- 2%”的一边,它将低于预期。当然,如果减得少一点,或者是“+2%”,就会达到或超过预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4587":"ChatGPT概念","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4588":"碎股","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4581":"高盛持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176718852","content_text":"【直播回放】英伟达FY2025Q3业绩电话会议AI芯片巨头英伟达Q3业绩全面超市场预期,但本季的指引中值未能达到分析师的高端预期。从股价表现看,投资者似乎觉得这样的指引不够炸裂,盘后英伟达股价一度大跌近5%。11月21日,英伟达发布2025财年第三季度业绩。财报显示,第三季度营收350.82亿美元,市场预期332.5亿美元,去年同期181.2亿美元;净利润193.09亿美元,市场预期185.5亿美元,去年同期92.43亿美元;每股收益0.78美元,市场预期0.69美元,去年同期3.71美元。主要财务数据营收:三季度营业收入350.8亿美元,同比增长94%,分析师预期中值为332.5亿美元,英伟达自身指引318.5亿至331.5亿美元,前一季度同比增长122%。EPS:三季度非GAAP口径下调整后的每股收益(EPS)为0.81美元,同比增长103%,分析师预期0.74美元,前一季度同比增长152%。毛利率:三季度调整后毛利率为75%,持平一年前水平和分析师预期,环比下降0.7个百分点,英伟达指引为74.5%至75.5%,前一季度为75.7%、同比提升4.5个百分点。分业务来看数据中心:三季度数据中心营收308亿美元,同比增长112%,分析师预期为291.4亿美元,前一季度同比增长154%。游戏和AI PC:三季度游戏和AI PC业务营收33亿美元,同比增长15%,分析师预期为30.6亿美元,前一季度同比增长16%。专业可视化:三季度专业可视化营收4.86亿美元,同比增长17%,分析师预期为4.777亿美元,前一季度同比增长20%。汽车和机器人:三季度汽车和机器人业务营收4.49亿美元,同比增长72%,分析师预期为3.645亿美元,前一季度同比增长37%。业绩指引营收:四季度营收预计为375亿美元,上下浮动2%,即367.5亿至382.5亿美元,分析师预期中值为371亿美元。毛利率:三季度非GAAP口径下毛利率预计为73%至73.5%,上下浮动50个基点,即最低72.5%,最高74%。财报发布后,英伟达美股盘后大幅波动,一度跌近5%,随后收窄至1%。业绩电话会英伟达:AI芯片Blackwell的需求“大得惊人”,将从2025财年的四季度开始发货英伟达表示,AI芯片Blackwell产品发货将从2025财年的四季度开始,届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将(连续)持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能(AI)时代“全速前进”。网络需求是强劲的,正在增长。Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产(完成时),Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络(业务)将回归连续季度性的增长。机构点评英伟达四季度营收预期未能打动华尔街英伟达周三公布的第四季度营收预测略高于预期,但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元,上下浮动2%,而根据LSEG编制的数据,分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示:“人工智能时代正在全速发展,推动全球向英伟达计算的转变。”他说:“随着基础模型制造商扩大预训练、后训练和推理的规模,对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前,人们的预期很高,英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止,该公司股价几乎翻了两番,在过去两年中上涨了九倍多。英伟达四季度营收前景有些模棱两可分析师Reinicke:如果对营收前景进行“正负2%”的预测——根据快速计算,这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应(股价在盘后下跌)。如果它出现在“- 2%”的一边,它将低于预期。当然,如果减得少一点,或者是“+2%”,就会达到或超过预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}