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人间花开
人间花开
·
01-13
$美国超微公司(AMD)$
财报一发，估计冲到240到260左右了
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2
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人间花开
·
01-07
2026你**吗第一季度我觉得，回调到150左右问题不大，毕竟看跌期权大单都在看空
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1
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人间花开
·
2025-12-05
$特斯拉(TSLA)$
年底冲刺，这个月底有望突破500
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696
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5
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人间花开
·
2025-11-04
如果通过，即使不会大涨，冲到480到495应该还是有希望，如果不通过，回调到400也是有可能
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863
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人间花开
·
2025-10-23
重点关注中美谈判，然后就是11月6号股东大会。这是目前期待的两个利好。股东大会薪酬方案成功的话，460以上问题不大
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人间花开
·
2025-09-17
目前很保守，就怕降息当天放鹰，回调可能性比较大
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人间花开
·
2025-09-09
五年以内，2030年突破2600美元一股
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人间花开
·
2025-09-03
2025年底410没问题
韩国散户大举减持特斯拉股票，抛售规模创历史新高
近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持特斯拉股票，抛售规模达到历史较高水平。据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。分析指出，韩国投资者对特斯拉信心减弱，主要源于对该公司人工智能发展战略进展的不满。与此同时，部分从特斯拉撤离的资金转向了波动性更高的资产。
韩国散户大举减持特斯拉股票，抛售规模创历史新高
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人间花开
·
2025-09-02
$英伟达(NVDA)$
英伟达是芯片龙头企业，所有刚起步的芯片企业，目前跟不上节奏，需要时间来定！看好英伟达，
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人间花开
·
2025-08-28
对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。
英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼
8月28日，$英伟达(NVDA)$发布2026财年第二季度业绩。财报显示，第二季度营收467亿美元，同比增长56%，市场预期462.3亿美元；数据中心收入411亿美元，同比增长56%，市场预期412.9亿美元；预计第三季度营收540亿美元+/-2%，市场预期534.6亿美元。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。
英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼
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"htmlText":"<a 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年底冲刺，这个月底有望突破500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507784296173616","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496369322332816,"gmtCreate":1762206435954,"gmtModify":1762206438543,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"如果通过，即使不会大涨，冲到480到495应该还是有希望，如果不通过，回调到400也是有可能","listText":"如果通过，即使不会大涨，冲到480到495应该还是有希望，如果不通过，回调到400也是有可能","text":"如果通过，即使不会大涨，冲到480到495应该还是有希望，如果不通过，回调到400也是有可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496369322332816","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492387667525936,"gmtCreate":1761232427392,"gmtModify":1761233386035,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"重点关注中美谈判，然后就是11月6号股东大会。这是目前期待的两个利好。股东大会薪酬方案成功的话，460以上问题不大","listText":"重点关注中美谈判，然后就是11月6号股东大会。这是目前期待的两个利好。股东大会薪酬方案成功的话，460以上问题不大","text":"重点关注中美谈判，然后就是11月6号股东大会。这是目前期待的两个利好。股东大会薪酬方案成功的话，460以上问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492387667525936","isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479561488465968,"gmtCreate":1758104687701,"gmtModify":1758104690214,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"目前很保守，就怕降息当天放鹰，回调可能性比较大","listText":"目前很保守，就怕降息当天放鹰，回调可能性比较大","text":"目前很保守，就怕降息当天放鹰，回调可能性比较大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479561488465968","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476738927730768,"gmtCreate":1757397897835,"gmtModify":1757397899787,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"五年以内，2030年突破2600美元一股","listText":"五年以内，2030年突破2600美元一股","text":"五年以内，2030年突破2600美元一股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476738927730768","isVote":1,"tweetType":1,"viewCount":1783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474667984748768,"gmtCreate":1756906940501,"gmtModify":1756906942207,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"2025年底410没问题","listText":"2025年底410没问题","text":"2025年底410没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/474667984748768","repostId":"2564578603","repostType":2,"repost":{"id":"2564578603","kind":"news","pubTimestamp":1756870880,"share":"https://www.laohu8.com/m/news/2564578603?lang=zh_CN&edition=full","pubTime":"2025-09-03 11:41","market":"us","language":"zh","title":"韩国散户大举减持特斯拉股票，抛售规模创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2564578603","media":"中关村在线","summary":"近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持特斯拉股票，抛售规模达到历史较高水平。据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。分析指出，韩国投资者对特斯拉信心减弱，主要源于对该公司人工智能发展战略进展的不满。与此同时，部分从特斯拉撤离的资金转向了波动性更高的资产。","content":"<p>近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，抛售规模达到历史较高水平。</p><p>据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。</p><p>与此同时，一只提供特斯拉两倍杠杆的交易所交易基金TSLL也在8月遭遇5.54亿美元的资金赎回，流出规模为2024年以来最大。</p><p>分析指出，韩国投资者对特斯拉信心减弱，主要源于对该公司人工智能发展战略进展的不满。许多投资者认为，特斯拉在AI领域并未如预期那样走在行业前列。</p><p>与此同时，部分从特斯拉撤离的资金转向了波动性更高的资产。例如，Bitmine Immersion在8月获得2.53亿美元的净流入，因其新推出的以太币财库平台而被投资者视为以太币相关的投资标的。</p>","source":"tencent","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韩国散户大举减持特斯拉股票，抛售规模创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-03 11:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509031438469774a0a4&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持特斯拉股票，抛售规模达到历史较高水平。据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。与此同时，一只提供特斯拉两倍杠杆的交易所交易基金TSLL也在8月遭遇5.54亿美元的资金赎回，流出规模为2024年以来最大。分析指出，韩国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509031438469774a0a4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4598":"佩洛西持仓","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" 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Immersion在8月获得2.53亿美元的净流入，因其新推出的以太币财库平台而被投资者视为以太币相关的投资标的。","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474266705494248,"gmtCreate":1756820449051,"gmtModify":1756820450510,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达是芯片龙头企业，所有刚起步的芯片企业，目前跟不上节奏，需要时间来定！看好英伟达，","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达是芯片龙头企业，所有刚起步的芯片企业，目前跟不上节奏，需要时间来定！看好英伟达，","text":"$英伟达(NVDA)$ 英伟达是芯片龙头企业，所有刚起步的芯片企业，目前跟不上节奏，需要时间来定！看好英伟达，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474266705494248","isVote":1,"tweetType":1,"viewCount":1829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472270061748312,"gmtCreate":1756332250588,"gmtModify":1756332252714,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","listText":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","text":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/472270061748312","repostId":"1133420689","repostType":2,"repost":{"id":"1133420689","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":1756326243,"share":"https://www.laohu8.com/m/news/1133420689?lang=zh_CN&edition=full","pubTime":"2025-08-28 04:24","market":"us","language":"zh","title":"英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1133420689","media":"老虎资讯综合","summary":"8月28日，$英伟达(NVDA)$发布2026财年第二季度业绩。财报显示，第二季度营收467亿美元，同比增长56%，市场预期462.3亿美元；数据中心收入411亿美元，同比增长56%，市场预期412.9亿美元；预计第三季度营收540亿美元+/-2%，市场预期534.6亿美元。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。","content":"<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</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Q2数据中心收入不及市场预期，本季度营收指引不够亮眼</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Q2数据中心收入不及市场预期，本季度营收指引不够亮眼\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\">2025-08-28 04:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</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","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133420689","content_text":"8月28日，英伟达发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。分业务来看：第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。第三季度业绩展望：预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。","news_type":1,"symbols_score_info":{"NVDS":1.1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}