一致看好！英伟达业绩将大爆发

芯报告11-17

英伟达预定19日公布止于10月底的年度第3季（上季）财报，华尔街预期营收将年增56%至548.3亿美元，经调整后后每股盈利也将增长54%至1.25美元。分析师普遍看好Blackwell芯片加速量产、规模经济及CUDA等软件整合改善利润，营收和获利都将超出预期。Jefferies和wedbush等均认为，英伟达上季财报将优预期，并将上调财测，因为超大规模云端上季资本支出都高于预期，而且都在谈论要再...

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老汉特朗普
11-17
老汉特朗普
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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一致看好！英伟达业绩将大爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 07:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117072911a6fddfa4&s=b><strong>芯报告</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达预定19日公布止于10月底的年度第3季（上季）财报，华尔街预期营收将年增56%至548.3亿美元，经调整后后每股盈利也将增长54%至1.25美元。分析师普遍看好Blackwell芯片加速量产、规模经济及CUDA等软件整合改善利润，营收和获利都将超出预期。Jefferies和wedbush等均认为，英伟达上季财报将优预期，并将上调财测，因为超大规模云端上季资本支出都高于预期，而且都在谈论要再...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117072911a6fddfa4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","NVD2.UK":"2X NVIDIA ETP","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","NVDA":"英伟达","SNVD.UK":"LS -1X NVIDIA","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117072911a6fddfa4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584915086","content_text":"英伟达预定19日公布止于10月底的年度第3季（上季）财报，华尔街预期营收将年增56%至548.3亿美元，经调整后后每股盈利也将增长54%至1.25美元。分析师普遍看好Blackwell芯片加速量产、规模经济及CUDA等软件整合改善利润，营收和获利都将超出预期。Jefferies和wedbush等均认为，英伟达上季财报将优预期，并将上调财测，因为超大规模云端上季资本支出都高于预期，而且都在谈论要再提高支出。Susquehanna指出，五大超大规模云端厂商预料将提高今年资本支出69%，而且重要伙伴鸿海上季财报优于预期，成为英伟达业绩的正面迹象。Oppenheimer预估，英伟达GB300硬件将在止于明年1月底的下半年度持续增产，财报和财测都将改善。花旗指出，英伟达Blackwell的出货速度，以及新款Rubin芯片的研发速度，都比预期快，超大规模云端投资与主权AI对全年展望的帮助，有助抵消缺乏来自中国市场的营收。","news_type":1,"symbols_score_info":{"NVD3.UK":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVDL":0.6,"NVDD":0.6,"NVDY":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVDA":1.5,"NVD":0.6,"NVIW.SI":0.6,"NVDS":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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