#英伟达需要一个奇迹！

美股研究社2025-12-11

#英伟达需要一个奇迹！英伟达预计下一季度营收将达到 650 亿美元，上下浮动 2%，环比增长 14%。从中国台湾对海外的整体芯片出口（英伟达、AMD、TPU 等）来看，到目前为止，环比增长基本为零。如果我们尝试将英伟达芯片从这些噪声中分离出来，并使用简单的数学方法进行粗略估计，那么到 1 月底，我们可能根本无法接近 650 亿颗芯片的产量（这并不奇怪）。英伟达需要一个奇迹（财务上的奇迹，或者巨额...

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miracle!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.96,"NVD3.UK":0.6,"NVDY":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDX":0.6},"content_text":"#英伟达 需要一个奇迹！英伟达预计下一季度营收将达到 650 亿美元，上下浮动 2%，环比增长 14%。从中国台湾对海外的整体芯片出口（英伟达、AMD、TPU 等）来看，到目前为止，环比增长基本为零。如果我们尝试将英伟达芯片从这些噪声中分离出来，并使用简单的数学方法进行粗略估计，那么到 1 月底，我们可能根本无法接近 650 亿颗芯片的产量（这并不奇怪）。英伟达需要一个奇迹（财务上的奇迹，或者巨额买家的购买奇迹）。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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#英伟达 需要一个奇迹！

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#英伟达需要一个奇迹！