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penta_kill

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11-21

给预期每次都是上下浮动2%，解读全看花街这帮SZ

英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街

2020-06-05

$英伟达(NVDA)$$AMD(AMD)$大盘都跑不过了

2020-04-24

$英伟达(NVDA)$这收购物超所值啊

Mellanox Technologies Q1 EPS $2.590 Beats $1.710 Estimate, Sales $428.746M Beat $344.140M Estimate

2020-04-16

$英伟达(NVDA)$这么多利好叠加还不涨吗

2020-04-09

$英伟达(NVDA)$大盘都跑不过了，兄弟

2019-12-30

$英伟达(NVDA)$ 最后的收购，中国还不给个准信

2019-11-26

$阿里巴巴(BABA)$ 港股和美股同时上市，市值两边还差不多，这样不等于多圈钱了吗？市值直接翻倍啊

2019-11-25

666

逃离华尔街！欧洲四大银行从美国撤资逾2800亿美元

2019-10-22

$英伟达(NVDA)$ 站稳200

2019-10-17

$英伟达(NVDA)$ 强不过一天啊

2019-10-11

$英伟达(NVDA)$ $AMD(AMD)$ $英特尔(INTC)$ $苹果(AAPL)$ $高通(QCOM)$ 什么消息让美股盘前普涨

2019-09-05

$英伟达(NVDA)$ 会不会被中国否了，不是第一次了

抱歉，原内容已删除

2019-08-21

$英伟达(NVDA)$ 这竞争是越来越激烈了

抱歉，原内容已删除

2019-08-19

今天A股这么猛，美股不能差吧

2019-08-10

$英伟达(NVDA)$ 坐等财报

2019-08-02

$英伟达(NVDA)$ 还有余震啊，好不容易涨起来点，又让特朗普这孙子整没了

2019-05-29

$英伟达(NVDA)$ 都在期待你的7nm，你却一次次放鸽子，看看按摩店多会玩，从去年到现在一次次发布7nm，虽然没货但股票涨啊

2019-05-04

$英伟达(NVDA)$ 只能坐等财报了

2019-05-02

$英伟达(NVDA)$ 跟着按摩店喝汤

2019-04-24

$AMD(AMD)$ 硬气

去老虎APP查看更多动态

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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&amp;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; 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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&amp;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","BK4551":"寇图资本持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4550":"红杉资本持仓","BK4581":"高盛持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","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","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","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":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958770296,"gmtCreate":1591369396915,"gmtModify":1704195641833,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>大盘都跑不过了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>大盘都跑不过了","text":"$英伟达(NVDA)$$AMD(AMD)$大盘都跑不过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958770296","isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922773999,"gmtCreate":1587685728211,"gmtModify":1704365255220,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>这收购物超所值啊","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>这收购物超所值啊","text":"$英伟达(NVDA)$这收购物超所值啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922773999","repostId":"2029253200","repostType":2,"repost":{"id":"2029253200","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1587672675,"share":"https://www.laohu8.com/m/news/2029253200?lang=&edition=full","pubTime":"2020-04-24 04:11","market":"us","language":"en","title":"Mellanox Technologies Q1 EPS $2.590 Beats $1.710 Estimate, Sales $428.746M Beat $344.140M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2029253200","media":"Benzinga","summary":"Mellanox Technologies (NASDAQ:MLNX) reported quarterly earnings of $2.590 per share which beat the analyst consensus estimate of $1.710 by 51.46 percent. This is a 62.89 percent increase over earnings of $1.590 per share","content":"<html><body><p>Mellanox Technologies (NASDAQ:MLNX) reported quarterly earnings of $2.590 per share which beat the analyst consensus estimate of $1.710 by 51.46 percent. This is a 62.89 percent increase over earnings of $1.590 per share from the same period last year.  The company reported quarterly sales of $428.746 million which beat the analyst consensus estimate of $344.140 million by 24.58 percent.  This is a 40.47 percent increase over sales of $305.217 million the same period last year.</p>\n</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>Mellanox Technologies Q1 EPS $2.590 Beats $1.710 Estimate, Sales $428.746M Beat $344.140M Estimate</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\">\nMellanox Technologies Q1 EPS $2.590 Beats $1.710 Estimate, Sales $428.746M Beat $344.140M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2020-04-24 04:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Mellanox Technologies (NASDAQ:MLNX) reported quarterly earnings of $2.590 per share which beat the analyst consensus estimate of $1.710 by 51.46 percent. This is a 62.89 percent increase over earnings of $1.590 per share from the same period last year.  The company reported quarterly sales of $428.746 million which beat the analyst consensus estimate of $344.140 million by 24.58 percent.  This is a 40.47 percent increase over sales of $305.217 million the same period last year.</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MLNX":"迈勒罗斯科技"},"source_url":"https://www.benzinga.com/news/earnings/20/04/15869867/mellanox-technologies-q1-eps-2-590-beats-1-710-estimate-sales-428-746m-beat-344-140m-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2029253200","content_text":"Mellanox Technologies (NASDAQ:MLNX) reported quarterly earnings of $2.590 per share which beat the analyst consensus estimate of $1.710 by 51.46 percent. This is a 62.89 percent increase over earnings of $1.590 per share from the same period last year.  The company reported quarterly sales of $428.746 million which beat the analyst consensus estimate of $344.140 million by 24.58 percent.  This is a 40.47 percent increase over sales of $305.217 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926141143,"gmtCreate":1587044232582,"gmtModify":1704363022562,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>这么多利好叠加还不涨吗","listText":"<a 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最后的收购，中国还不给个准信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913538308","isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937974922,"gmtCreate":1574732819366,"gmtModify":1704728386814,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;港股和美股同时上市，市值两边还差不多，这样不等于多圈钱了吗？市值直接翻倍啊","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;港股和美股同时上市，市值两边还差不多，这样不等于多圈钱了吗？市值直接翻倍啊","text":"$阿里巴巴(BABA)$ 港股和美股同时上市，市值两边还差不多，这样不等于多圈钱了吗？市值直接翻倍啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/937974922","isVote":1,"tweetType":1,"viewCount":4194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":8,"crmLevelSwitch":0,"idStr":"740450932848","authorIdStr":"740450932848"},"content":"不是呀，港股部分发行的少","text":"不是呀，港股部分发行的少","html":"不是呀，港股部分发行的少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937029761,"gmtCreate":1574666692753,"gmtModify":1704728220137,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937029761","repostId":"1986627453","repostType":4,"repost":{"id":"1986627453","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1574663659,"share":"https://www.laohu8.com/m/news/1986627453?lang=&edition=full","pubTime":"2019-11-25 14:34","market":"us","language":"zh","title":"逃离华尔街！欧洲四大银行从美国撤资逾2800亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1986627453","media":"Wind万得","summary":"为摆脱美国银行业对外资投行的监管，欧洲四大投资银行过去三年从美国中间控股公司中撤出了2800亿美元的资产，以应对长期盈利挑战。","content":"<p>为摆脱美国银行业对外资投行的监管，欧洲四大投资银行过去三年从美国中间控股公司中撤出了2800亿美元的资产，以应对长期盈利挑战。</p>\n<p><b>四大欧洲央行撤资2800亿美元</b></p>\n<p>自2016年以来，欧洲四大投资银行——<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>以及<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>从美国主要控股公司中撤出2800亿美元，以使其业务摆脱美国监管，应对长期盈利挑战。</p>\n<p>过去，<b>大型外资银行被迫将其在美国的大部分业务转到<a href=\"https://laohu8.com/S/IHC\">独立控股</a>的中间控股公司（IHC）中，这些IHC必须遵守有关资本、流动性和压力测试的增强审慎标准</b>。制定IHC制度的部分原因是为了应对金融危机之前外资交易商使用高杠杆率和短期资金的现象。</p>\n<p><img src=\"https://static.tigerbbs.com/56f8a2e3703d257245b201aba25223e9\"></p>\n<p>（美国对外资银行的监管体系 图片来源：Davis Polk）</p>\n<p>自四家欧洲银行首次开始发布账户以来，三年来已将其IHC的资产减少了34%以上。同时，IHC的资本平均增加了近12%。<b>更高的股本资本和更少的资产相结合，进一步压低了银行的收益</b>。</p>\n<p>具体来看，在过去三年中，德意志银行IHC持有资产从2030亿美元下降到了1167亿美元；<a href=\"https://laohu8.com/S/BARC.UK\">巴克莱银行</a>IHC持有资产在过去下降了610亿美元；瑞士信贷（Credit Suisse）IHC的资产在过去三年间下降了47%，即1050亿美元；而瑞银在过去三年IHC资产负债表缩减幅度最小，仅减少250亿美元。</p>\n<p><b>IHC资产减少的部分原因是这些欧洲投行“撤离了华尔街”——减少在美国的业务，但主要原因还是资产转到了其它实体</b>。同期，这些欧洲投行增加了在美国分支机构中持有的资产，这些资产依靠其母公司的资本，且受到美国较宽松的监管。</p>\n<p>批评人士指出，欧洲投行将资产从IHC转至分支机构，是典型的“监管套利”，将再次使美国纳税人和美联储的设施面临更大的风险。此外，欧洲银行应受到比美国同行更严格的监管，因为他们对美元流动性的需求更大。</p>\n<p>不过，欧洲银行近年来则不断要求美国放宽监管政策，表示适当的宽松监管对国际行维持和发展其在美国的业务，并继续为美国的经济增长和市场流动性做出贡献至关重要，也对海外监管美国银行机构业务有着重要参考意义。</p>\n<p><b>欧元区银行面临双重挑战</b></p>\n<p>今年以来，<b>欧元区银行面临负利率下挤压盈利空间，以及严监管的双重挑战</b>。欧元区投行财报普遍表现不佳，甚至面临裁员风波。</p>\n<p>一方面，在已有的负利率基础上，欧央行在9月再度将其主要存款利率下调10个基点，并实行大规模资产购买计划。<b>尽管欧央行同时推出利率分层制度，以豁免负利率下对部分银行存款的“成本”，但德国商业银行首席执行官马丁齐尔克（Martin Zielke）表示，这远未覆盖负利率带来的负担</b>。</p>\n<p>另一方面，新的监管政策推出，或将进一步加剧欧元区银行的压力。欧盟金融专员11月12日表示，欧盟委员会可能会在明年6月前对欧盟银行资本提出新规，以将巴塞尔协议III的改革转变为欧盟法律。而<b>欧洲银行委托欧盟进行的一项研究，欧洲银行可能需要多达4000亿欧元（4420亿美元）的资本金，以遵守旨在使全球金融体系更好地承受潜在损失的新规则</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/ba3789ce0a52d6551308f352cd44e463\"></p>\n<p>在这一背景下，以德意志银行为代表的欧元区银行今年业绩普遍表现不佳。德意志银行10月发布财报显示，2019年第三季度净亏损8.32亿欧元，而去年同期净利润为2.29亿欧元。此外，这家投行在年初裁员数千人，并计划到2022年在全球范围内裁员18000人。</p>\n<p>欧洲央行在11月发布报告表示，欧洲银行的低利润以及投机行为的增加，是负利率环境下欧元区面临的两大挑战。报告还指出，<b>欧元区银行的盈利能力可能会恶化</b>。“过去银行的不当行为对全球银行的盈利能力造成了压力。尽管在全球金融危机之后，美国银行尤其受到不当行为成本的打击，但自2015年以来，欧洲银行面临的风险更大。”</p>\n<p><b>为削减成本和提升盈利，不少业内人士指出欧元区银行应该合并</b>。欧洲央行副行长路易斯•德•格林多斯（Luis de Guindos）表示，我们只有一种货币，我们只有一个监管机构，我们只有一个解决方案（机制），我希望未来我们会有一个保险存款计划，因此，有必要拥有真正的欧元区银行，我认为跨境整合在不久的将来将非常重要。</p>","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\" 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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逃离华尔街！欧洲四大银行从美国撤资逾2800亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2019-11-25 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>为摆脱美国银行业对外资投行的监管，欧洲四大投资银行过去三年从美国中间控股公司中撤出了2800亿美元的资产，以应对长期盈利挑战。</p>\n<p><b>四大欧洲央行撤资2800亿美元</b></p>\n<p>自2016年以来，欧洲四大投资银行——<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>以及<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>从美国主要控股公司中撤出2800亿美元，以使其业务摆脱美国监管，应对长期盈利挑战。</p>\n<p>过去，<b>大型外资银行被迫将其在美国的大部分业务转到<a href=\"https://laohu8.com/S/IHC\">独立控股</a>的中间控股公司（IHC）中，这些IHC必须遵守有关资本、流动性和压力测试的增强审慎标准</b>。制定IHC制度的部分原因是为了应对金融危机之前外资交易商使用高杠杆率和短期资金的现象。</p>\n<p><img src=\"https://static.tigerbbs.com/56f8a2e3703d257245b201aba25223e9\"></p>\n<p>（美国对外资银行的监管体系 图片来源：Davis Polk）</p>\n<p>自四家欧洲银行首次开始发布账户以来，三年来已将其IHC的资产减少了34%以上。同时，IHC的资本平均增加了近12%。<b>更高的股本资本和更少的资产相结合，进一步压低了银行的收益</b>。</p>\n<p>具体来看，在过去三年中，德意志银行IHC持有资产从2030亿美元下降到了1167亿美元；<a href=\"https://laohu8.com/S/BARC.UK\">巴克莱银行</a>IHC持有资产在过去下降了610亿美元；瑞士信贷（Credit Suisse）IHC的资产在过去三年间下降了47%，即1050亿美元；而瑞银在过去三年IHC资产负债表缩减幅度最小，仅减少250亿美元。</p>\n<p><b>IHC资产减少的部分原因是这些欧洲投行“撤离了华尔街”——减少在美国的业务，但主要原因还是资产转到了其它实体</b>。同期，这些欧洲投行增加了在美国分支机构中持有的资产，这些资产依靠其母公司的资本，且受到美国较宽松的监管。</p>\n<p>批评人士指出，欧洲投行将资产从IHC转至分支机构，是典型的“监管套利”，将再次使美国纳税人和美联储的设施面临更大的风险。此外，欧洲银行应受到比美国同行更严格的监管，因为他们对美元流动性的需求更大。</p>\n<p>不过，欧洲银行近年来则不断要求美国放宽监管政策，表示适当的宽松监管对国际行维持和发展其在美国的业务，并继续为美国的经济增长和市场流动性做出贡献至关重要，也对海外监管美国银行机构业务有着重要参考意义。</p>\n<p><b>欧元区银行面临双重挑战</b></p>\n<p>今年以来，<b>欧元区银行面临负利率下挤压盈利空间，以及严监管的双重挑战</b>。欧元区投行财报普遍表现不佳，甚至面临裁员风波。</p>\n<p>一方面，在已有的负利率基础上，欧央行在9月再度将其主要存款利率下调10个基点，并实行大规模资产购买计划。<b>尽管欧央行同时推出利率分层制度，以豁免负利率下对部分银行存款的“成本”，但德国商业银行首席执行官马丁齐尔克（Martin Zielke）表示，这远未覆盖负利率带来的负担</b>。</p>\n<p>另一方面，新的监管政策推出，或将进一步加剧欧元区银行的压力。欧盟金融专员11月12日表示，欧盟委员会可能会在明年6月前对欧盟银行资本提出新规，以将巴塞尔协议III的改革转变为欧盟法律。而<b>欧洲银行委托欧盟进行的一项研究，欧洲银行可能需要多达4000亿欧元（4420亿美元）的资本金，以遵守旨在使全球金融体系更好地承受潜在损失的新规则</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/ba3789ce0a52d6551308f352cd44e463\"></p>\n<p>在这一背景下，以德意志银行为代表的欧元区银行今年业绩普遍表现不佳。德意志银行10月发布财报显示，2019年第三季度净亏损8.32亿欧元，而去年同期净利润为2.29亿欧元。此外，这家投行在年初裁员数千人，并计划到2022年在全球范围内裁员18000人。</p>\n<p>欧洲央行在11月发布报告表示，欧洲银行的低利润以及投机行为的增加，是负利率环境下欧元区面临的两大挑战。报告还指出，<b>欧元区银行的盈利能力可能会恶化</b>。“过去银行的不当行为对全球银行的盈利能力造成了压力。尽管在全球金融危机之后，美国银行尤其受到不当行为成本的打击，但自2015年以来，欧洲银行面临的风险更大。”</p>\n<p><b>为削减成本和提升盈利，不少业内人士指出欧元区银行应该合并</b>。欧洲央行副行长路易斯•德•格林多斯（Luis de Guindos）表示，我们只有一种货币，我们只有一个监管机构，我们只有一个解决方案（机制），我希望未来我们会有一个保险存款计划，因此，有必要拥有真正的欧元区银行，我认为跨境整合在不久的将来将非常重要。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eaf7de114b50a2f9eeb14f9682c0fdb2","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1986627453","content_text":"为摆脱美国银行业对外资投行的监管，欧洲四大投资银行过去三年从美国中间控股公司中撤出了2800亿美元的资产，以应对长期盈利挑战。\n四大欧洲央行撤资2800亿美元\n自2016年以来，欧洲四大投资银行——瑞士信贷、瑞银、德意志银行以及巴克莱银行从美国主要控股公司中撤出2800亿美元，以使其业务摆脱美国监管，应对长期盈利挑战。\n过去，大型外资银行被迫将其在美国的大部分业务转到独立控股的中间控股公司（IHC）中，这些IHC必须遵守有关资本、流动性和压力测试的增强审慎标准。制定IHC制度的部分原因是为了应对金融危机之前外资交易商使用高杠杆率和短期资金的现象。\n\n（美国对外资银行的监管体系 图片来源：Davis Polk）\n自四家欧洲银行首次开始发布账户以来，三年来已将其IHC的资产减少了34%以上。同时，IHC的资本平均增加了近12%。更高的股本资本和更少的资产相结合，进一步压低了银行的收益。\n具体来看，在过去三年中，德意志银行IHC持有资产从2030亿美元下降到了1167亿美元；巴克莱银行IHC持有资产在过去下降了610亿美元；瑞士信贷（Credit Suisse）IHC的资产在过去三年间下降了47%，即1050亿美元；而瑞银在过去三年IHC资产负债表缩减幅度最小，仅减少250亿美元。\nIHC资产减少的部分原因是这些欧洲投行“撤离了华尔街”——减少在美国的业务，但主要原因还是资产转到了其它实体。同期，这些欧洲投行增加了在美国分支机构中持有的资产，这些资产依靠其母公司的资本，且受到美国较宽松的监管。\n批评人士指出，欧洲投行将资产从IHC转至分支机构，是典型的“监管套利”，将再次使美国纳税人和美联储的设施面临更大的风险。此外，欧洲银行应受到比美国同行更严格的监管，因为他们对美元流动性的需求更大。\n不过，欧洲银行近年来则不断要求美国放宽监管政策，表示适当的宽松监管对国际行维持和发展其在美国的业务，并继续为美国的经济增长和市场流动性做出贡献至关重要，也对海外监管美国银行机构业务有着重要参考意义。\n欧元区银行面临双重挑战\n今年以来，欧元区银行面临负利率下挤压盈利空间，以及严监管的双重挑战。欧元区投行财报普遍表现不佳，甚至面临裁员风波。\n一方面，在已有的负利率基础上，欧央行在9月再度将其主要存款利率下调10个基点，并实行大规模资产购买计划。尽管欧央行同时推出利率分层制度，以豁免负利率下对部分银行存款的“成本”，但德国商业银行首席执行官马丁齐尔克（Martin Zielke）表示，这远未覆盖负利率带来的负担。\n另一方面，新的监管政策推出，或将进一步加剧欧元区银行的压力。欧盟金融专员11月12日表示，欧盟委员会可能会在明年6月前对欧盟银行资本提出新规，以将巴塞尔协议III的改革转变为欧盟法律。而欧洲银行委托欧盟进行的一项研究，欧洲银行可能需要多达4000亿欧元（4420亿美元）的资本金，以遵守旨在使全球金融体系更好地承受潜在损失的新规则。\n\n在这一背景下，以德意志银行为代表的欧元区银行今年业绩普遍表现不佳。德意志银行10月发布财报显示，2019年第三季度净亏损8.32亿欧元，而去年同期净利润为2.29亿欧元。此外，这家投行在年初裁员数千人，并计划到2022年在全球范围内裁员18000人。\n欧洲央行在11月发布报告表示，欧洲银行的低利润以及投机行为的增加，是负利率环境下欧元区面临的两大挑战。报告还指出，欧元区银行的盈利能力可能会恶化。“过去银行的不当行为对全球银行的盈利能力造成了压力。尽管在全球金融危机之后，美国银行尤其受到不当行为成本的打击，但自2015年以来，欧洲银行面临的风险更大。”\n为削减成本和提升盈利，不少业内人士指出欧元区银行应该合并。欧洲央行副行长路易斯•德•格林多斯（Luis de Guindos）表示，我们只有一种货币，我们只有一个监管机构，我们只有一个解决方案（机制），我希望未来我们会有一个保险存款计划，因此，有必要拥有真正的欧元区银行，我认为跨境整合在不久的将来将非常重要。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":938489709,"gmtCreate":1571752734101,"gmtModify":1704722853078,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>&nbsp;站稳200","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>&nbsp;站稳200","text":"$英伟达(NVDA)$ 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强不过一天啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/938153426","isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":931216881,"gmtCreate":1570787050043,"gmtModify":1704721347121,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>&nbsp;什么消息让美股盘前普涨","listText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>这么多利好叠加还不涨吗","text":"$英伟达(NVDA)$这么多利好叠加还不涨吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/926141143","isVote":1,"tweetType":1,"viewCount":2868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468582811369800","authorId":"3468582811369800","name":"特朗普他远房大表哥","avatar":"https://static.tigerbbs.com/90a63e507b13a8af3eef54fbe7bed4ec","crmLevel":4,"crmLevelSwitch":0,"idStr":"3468582811369800","authorIdStr":"3468582811369800"},"content":"不是在涨吗？","text":"不是在涨吗？","html":"不是在涨吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":992598313,"gmtCreate":1565399427232,"gmtModify":1704712513661,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"<a 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还是涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454962,"gmtCreate":1554301496495,"gmtModify":1704796394385,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"$英伟达(NVDA)$跟着人家AMD喝点汤","listText":"$英伟达(NVDA)$跟着人家AMD喝点汤","text":"$英伟达(NVDA)$跟着人家AMD喝点汤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454962","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373231399923920,"gmtCreate":1732148892303,"gmtModify":1732148895025,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"给预期每次都是上下浮动2%，解读全看花街这帮SZ","listText":"给预期每次都是上下浮动2%，解读全看花街这帮SZ","text":"给预期每次都是上下浮动2%，解读全看花街这帮SZ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373231399923920","repostId":"1176718852","repostType":4,"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&amp;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&amp;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","BK4551":"寇图资本持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4550":"红杉资本持仓","BK4581":"高盛持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","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","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","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":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":928914355,"gmtCreate":1586441031877,"gmtModify":1704361381362,"author":{"id":"3499917810469880","authorId":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499917810469880","authorIdStr":"3499917810469880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>大盘都跑不过了，兄弟","listText":"<a 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