AI热潮意外给力！英伟达Q1收入优于预期，指引较预期高53%，盘后涨近30%创新高_老虎社区_美港股上老虎

AI热潮意外给力！英伟达Q1收入优于预期，指引较预期高53%，盘后涨近30%创新高

华尔街见闻2023-05-25

一季度英伟达营收同比下降13%，降幅几乎为市场预期和四季度降幅的一半；AI芯片所在数据中心业务的营收创历史新高，保持10%以上同比增速，游戏业务继续下滑，但收入较预期高13%；二季度营收指引不降反增，同比增近33%。业绩电话会上英伟达称，众多云公司竞相部署AI芯片，其锁定了数据中心芯片的大幅增长，计划下半年大幅增加供应。人工智能（AI）的热潮比华尔街预料的更给力，AI底层算力龙头、芯片巨头英伟达...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

zhuanyen
·2023-05-25
毛利70趴…
回复
点赞
举报
资本投资营
·2023-05-25
没话可说，太牛逼了，万亿俱乐部又添一名会员
回复
点赞
举报
韭菜烈烈
·2023-05-25
垃圾A今天又要吹了
回复
点赞
举报
慧_4909
·2023-05-25
万亿俱乐部！！！
回复
2
举报
Ark IIG
·2023-05-25
真厉害
回复
1
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2338316181?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/d92346ffd3c1a2f793d4b246b7ec0ffd","is_english":false,"pubTime":"2023-05-25 05:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2338316181","market":"hk","top_or_hot":-1,"title":"AI热潮意外给力！英伟达Q1收入优于预期，指引较预期高53%，盘后涨近30%创新高","media":"华尔街见闻","content":"<div>\n<p>一季度英伟达营收同比下降13%，降幅几乎为市场预期和四季度降幅的一半；AI芯片所在数据中心业务的营收创历史新高，保持10%以上同比增速，游戏业务继续下滑，但收入较预期高13%；二季度营收指引不降反增，同比增近33%。业绩电话会上英伟达称，众多云公司竞相部署AI芯片，其锁定了数据中心芯片的大幅增长，计划下半年大幅增加供应。人工智能（AI）的热潮比华尔街预料的更给力，AI底层算力龙头、芯片巨头英伟达...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3689574\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>AI热潮意外给力！英伟达Q1收入优于预期，指引较预期高53%，盘后涨近30%创新高</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\">\nAI热潮意外给力！英伟达Q1收入优于预期，指引较预期高53%，盘后涨近30%创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-25 05:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3689574><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季度英伟达营收同比下降13%，降幅几乎为市场预期和四季度降幅的一半；AI芯片所在数据中心业务的营收创历史新高，保持10%以上同比增速，游戏业务继续下滑，但收入较预期高13%；二季度营收指引不降反增，同比增近33%。业绩电话会上英伟达称，众多云公司竞相部署AI芯片，其锁定了数据中心芯片的大幅增长，计划下半年大幅增加供应。人工智能（AI）的热潮比华尔街预料的更给力，AI底层算力龙头、芯片巨头英伟达...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3689574\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0640476718.USD","symbol_name":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3689574","article_id":"2338316181","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/d92346ffd3c1a2f793d4b246b7ec0ffd"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3689574","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2338316181","pubTimestamp":1684963775,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"一季度英伟达营收同比下降13%，降幅几乎为市场预期和四季度降幅的一半；AI芯片所在数据中心业务的营收创历史新高，保持10%以上同比增速，游戏业务继续下滑，但收入较预期高13%；二季度营收指引不降反增，同比增近33%。业绩电话会上英伟达称，锁定了数据中心芯片的大幅增长，众多云公司竞相部署AI芯片。更新中","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4549":"软银资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","NVDA":"英伟达","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4141":"半导体产品","BK4503":"景林资产持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD"},"translate_title":"AI craze is unexpectedly powerful! NVIDIA Q1 revenue was better than expected, the guidance was 53% higher than expected, and it rose nearly 30% to a new high after hours","themeId":"64bcf9da7de54ddfa503d9789a8faa5b","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cefe3a70358a772dd521072d45883c27","symbols_score_info":{"NVDA":1},"content_text":"一季度英伟达营收同比下降13%，降幅几乎为市场预期和四季度降幅的一半；AI芯片所在数据中心业务的营收创历史新高，保持10%以上同比增速，游戏业务继续下滑，但收入较预期高13%；二季度营收指引不降反增，同比增近33%。业绩电话会上英伟达称，众多云公司竞相部署AI芯片，其锁定了数据中心芯片的大幅增长，计划下半年大幅增加供应。人工智能（AI）的热潮比华尔街预料的更给力，AI底层算力龙头、芯片巨头英伟达过去一个季度得到AI芯片相关业务支持，总收入明显高于预期，本季度的收入指引远高于市场预期。财报公布后，收跌约0.5%的英伟达股价在周三盘后迅速拉升，盘后涨幅此后超过20%。业绩电话会上，英伟达向分析师表示，众多云公司竞相部署AI芯片。个人电脑（PC）的图形处理单元（GPU）终端需求一季度“稳固”。业绩增长正来自数据中心业务。公司锁定了数据中心芯片的大幅增长，计划下半年大幅增加供应。业绩电话会期间，英伟达股价进一步上行，一度涨至390美元上方的历史最高水平，盘后涨幅超过28%、接近30%。作为一站式解决方案的提供商，英伟达提供可以帮助AI产品训练大量文本、图像和视频的GPU，在AI大模型竞赛中掌握着供应算力的“命门”，由此成为今年AI概念热潮中的一大赢家。截至本周三收盘，股价年初以来累涨一倍以上。一季度营收同比降幅几乎为市场预期和四季度降幅的一半美东时间5月24日周三美股盘后，英伟达公布，在截至公历2023年4月30日的2024财年第一财季（下称一季度），营业收入虽然继续两位数同比下降，但降幅远低于市场预期，较前一季度的降幅明显缓和，每股收益（EPS）也大幅放缓降幅：一季度营业收入为71.92亿美元，高于公司指引区间63.7亿到66.3亿美元，较去年一季度同比下降13%，分析师预计同比下降21.5%至65.2亿美元，前一季度、即第四财季同比下降21%。一季度非GAAP口径下调整后EPS为1.09美元，同比下降20%，分析师预期同比下降32.4%至0.92美元，前一季度同比下降33%。一季度非GAAP口径下调整后毛利率为66.8%，符合公司指引66.5%（上下浮动50个基点），略高于分析师预期的66.6%，同比去年一季度下降0.3个百分点，环比四季度升0.7个百分点。AI芯片所在的数据中心业务收入创历史新高 保持10%以上同比增速分业务看，英伟达的两大核心业务——数据中心和游戏的收入，包括AI显卡在内的数据中心业务收入创历史新高。游戏业务虽然继续受经济低迷打击，收入两位数下滑，但明显高于市场预期，和数据中心的收入都环比两位数猛增。一季度数据中心营收为42.8亿美元，同比增长14%，环比增长18%，较分析师预期的39.1亿美元高约9.5%， 四季度同比增长11% 。 一季度游戏营收22.4亿美元，同比下降38%，环比增长22%，较分析师预期收入19.8亿美元高13.1%， 四季度同比下降46%。英伟达称，数据中心收入激增主要是由于，对使用基于Hopper和Ampere 架构GPU的生成式AI和大语言模型的需求不断增长。游戏业务下滑源于，宏观经济增长放缓造成的需求疲软，以及渠道库存的正常化道指出货下降。此外，英伟达一季度的专业可视化业务收入同比下降53%至2.95亿美元，高于分析师预期的2.466亿美元，环比增长31%。英伟达认为，这块业务的同比下滑反映出渠道去库存影响，环比增长受到台式机和移动工作站GPU的需求增长推动。二季度营收指引不降反增 同比猛增33%业绩指引方面，英伟达预计，本财年第二财季、即二季度，营收为110亿美元，正负浮动2%，相当于指引范围在107.8亿到112.2亿美元之间。这意味着，二季度将扭转收入连续三个季度同比下滑的势头。以110亿美元计算，英伟达预期二季度营收将同比增长约32.7%，较分析师预期高53.2%。分析师预计二季度营收只有71.8亿美元，同比下降13.4%。英伟达还预计，二季度非GAAP口径下的调整后毛利率为70%、上下浮动50个基点，即69.5%至70.5%，高于分析师预期的66.9%；二季度的营业费用料将为19亿美元，分析师预期18.2亿美元。英伟达CEO黄仁勋在发布财报时提到了有关AI应用的广阔前景，称计算机行业正在同时经历两个转变——加速计算和生成式AI，企业竞相将生成式AI应用到各个产品、服务和业务流程中，全球万亿美元规模的已安装数据中心将从通用计算转变到加速计算。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":655031314,"gmtCreate":1684971523738,"gmtModify":1684971525277,"author":{"id":"3512240391609483","authorId":"3512240391609483","name":"zhuanyen","avatar":"https://static.tigerbbs.com/18d4c57eb01123d6bf29a1f25872dffe","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3512240391609483","authorIdStr":"3512240391609483"},"htmlText":"毛利70趴…","listText":"毛利70趴…","text":"毛利70趴…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655031314","repostId":2338316181,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655033284,"gmtCreate":1684970620148,"gmtModify":1684977363905,"author":{"id":"4089192897492490","authorId":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/4728314479e5fcfbadd7a00d8c61c7c7","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"4089192897492490","authorIdStr":"4089192897492490"},"htmlText":"没话可说，太牛逼了，万亿俱乐部又添一名会员","listText":"没话可说，太牛逼了，万亿俱乐部又添一名会员","text":"没话可说，太牛逼了，万亿俱乐部又添一名会员","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655033284","repostId":2338316181,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655033301,"gmtCreate":1684970425504,"gmtModify":1684979183870,"author":{"id":"4090031711776450","authorId":"4090031711776450","name":"韭菜烈烈","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/d30fc324d24ff33075e053005564f0df","crmLevel":1,"crmLevelSwitch":0,"idStr":"4090031711776450","authorIdStr":"4090031711776450"},"htmlText":"垃圾A今天又要吹了","listText":"垃圾A今天又要吹了","text":"垃圾A今天又要吹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655033301","repostId":2338316181,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655033021,"gmtCreate":1684970319463,"gmtModify":1684970321502,"author":{"id":"3515586475760605","authorId":"3515586475760605","name":"慧_4909","avatar":"https://static.tigerbbs.com/adc2ea5aee7245d4cc04ee6d0fc60efe","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3515586475760605","authorIdStr":"3515586475760605"},"htmlText":"万亿俱乐部！！！","listText":"万亿俱乐部！！！","text":"万亿俱乐部！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655033021","repostId":2338316181,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":655097586,"gmtCreate":1684966712545,"gmtModify":1684966714296,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark IIG","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"htmlText":"真厉害","listText":"真厉害","text":"真厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655097586","repostId":2338316181,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":8,"commentSize":5,"repostSize":4,"favoriteSize":6,"likeStatus":false,"favoriteStatus":false}}