英伟达靓丽业绩为何仍难阻股价下滑？华尔街名嘴揭晓原因

凤凰网科技02-27

凤凰网科技讯北京时间2月27日，据CNBC报道，英伟达的强劲财报清楚地表明，该公司仍稳坐AI芯片龙头的宝座。那么，为什么该公司股价仍在在周四的交易中下跌呢？截至周四收盘，英伟达股价下跌5.5%，报收于184.89美元，今年迄今为止股价基本持平。CNBC知名财经评论员吉姆·克莱默(Jim Cramer)表示，原因是投资者担心，英伟达最大客户无法继续以如此迅猛的速度支出，除非他们开始看到自己在AI...

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Wall Street celebrities reveal why","themeId":"f3a9a00fee484f557e9d66aadbca9109","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ANV":0.6,"NVDU":0.6,"DIPS":0.6,"NVDY":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVDW":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVDD":0.6,"NVDA":1.96,"NVDG":0.6,"NVDB":0.6,"NVDQ":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6},"content_text":"凤凰网科技讯 北京时间2月27日，据CNBC报道，英伟达的强劲财报清楚地表明，该公司仍稳坐AI芯片龙头的宝座。那么，为什么该公司股价仍在在周四的交易中下跌呢？截至周四收盘，英伟达股价下跌5.5%，报收于184.89美元，今年迄今为止股价基本持平。CNBC知名财经评论员吉姆·克莱默(Jim Cramer)表示，原因是投资者担心，英伟达最大客户无法继续以如此迅猛的速度支出，除非他们开始看到自己在AI方面的努力带来利润的大幅增长。“有一种看法是，我们真正关心的或者应该关心的，是亚马逊借了多少钱，微软借了多少钱，Meta借了多少钱，以及他们最终会不会赚不到钱？”克莱默周四在《华尔街直播室》(Squawk on the Street)节目中表示。克莱默指出，“这是对英伟达客户的怀疑，而不是对英伟达本身的怀疑”。亚马逊、微软、Meta和谷歌母公司Alphabet通常被称为超级规模云服务商，他们在最近的财报中公布了超出预期的资本支出展望。这些公司今年的总支出预计约为7000亿美元。英伟达股价下跌超5%然而，如此激进的支出计划正在对它们的自由现金流造成压力。自由现金流指的是公司在支付各项开支并购买设备后剩余的资金，可用于偿还债务、支付股息、回购股票以及投资于增长。根据FactSet汇总的华尔街预估，亚马逊在2026年的自由现金流预计将变为负数。Alphabet的自由现金流预计将同比下降64%，至260亿美元。Meta的自由现金流预计将下降86%，至61亿美元。微软则相对是个例外。根据FactSet的数据，在截至今年6月的财年，分析师预计其自由现金流与去年同期大致持平，为713亿美元。在周三晚间的财报电话会议上，英伟达CEO黄仁勋被问及是否确信客户能够继续增加资本支出。“我对他们的现金流增长充满信心，”他表示，“原因很简单。我们现在已经看到智能体AI的转折点，以及智能体在全球各地企业中的应用价值。正因如此，你看到了惊人的计算需求。在这个AI新世界里，算力即收入。我们正在生成能够盈利的token，这些token对客户有成效，对云服务提供商也有利可图。”克莱默表示，归根结底，周四的股价波动可以归结为：“客户别无选择。他们必须花钱。然后你可能会说，但他们可能没有足够的钱。好吧，会出现这样一个阶段：他们有收入，但没有利润。但他们都不敢不花钱。”(作者/箫雨)\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：栎树","kind":"highlight","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2614005199","isCrawlerRequest":true}