AI需求还强！英伟达Q4营收增73%，Q1指引“炸裂”创新高，黄仁勋上调5000亿收入预期

华尔街见闻02-26

在最近Anthropic一系列产品发布和Citrini的“末日报告”加剧投资者恐慌之际，人工智能（AI）热潮经受住直接检验，英伟达带来“炸场”的业绩，证明AI产生的需求持续强劲。美东时间25日周三，英伟达公布，在截至2026年1月31日的公司2026财年第四财季（“四季度”），营收达创纪录的681亿美元，同比大增约七成，贡献超九成营收的核心业务数据中心也创单季收入新高，均较分析师预期水平高逾3%。...

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Nvidia's Q4 revenue increased by 73%, Q1 guidance \"exploded\" to a new high, Huang Renxun raised his 500 billion revenue forecast","themeId":"12ebc27130e797d7de4ddf04a4516a42","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/82861fbfe10e17e0f4ec3cbaf93caac0","symbols_score_info":{"NVIW.SI":0.6,"DIPS":0.6,"NVD2.UK":0.6,"NVDB":0.6,"SNVD.UK":0.6,"SOUN":2,"ARBE":2,"NVDS":0.6,"NVDY":0.6,"APLD":2,"RXRX":2,"NVD3.UK":0.6,"NVDX":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"INVZ":2,"NVDS.UK":0.6,"SERV":2,"TM":2,"NVII":0.6,"NVDU":0.6,"CRNC":2,"NVDG":0.6,"ARM":2,"NBIS":2,"NVDD":0.6,"AUR":2,"NVD":0.6,"NNOX":2,"NVDW":0.6,"MU":2,"NVDQ":0.6,"ANV":0.6,"NVDA":1.98},"content_text":"在最近Anthropic一系列产品发布和Citrini的“末日报告”加剧投资者恐慌之际，人工智能（AI）热潮经受住直接检验，英伟达带来“炸场”的业绩，证明AI产生的需求持续强劲。美东时间25日周三，英伟达公布，在截至2026年1月31日的公司2026财年第四财季（“四季度”），营收达创纪录的681亿美元，同比大增约七成，贡献超九成营收的核心业务数据中心也创单季收入新高，均较分析师预期水平高逾3%。四季度英伟达的盈利同样强劲。非GAAP口径下，调整后的每股收益（EPS）同比增长超八成，较分析师预期高约5.9%，毛利率也超预期攀升至75.2%，创一年半来新高。更令投资者鼓舞的是，英伟达的2027财年第一财季（一季度）指引也强于预期。营收料再创新高，指引区间中值较分析师预期中值高7.1%，甚至比买方的乐观预期高4%，同比增速较四季度加快至近77%。英伟达指出，该指引不含中国市场的数据中心计算收入。本周三的业绩电话会上，英伟达CEO黄仁勋还上调了此前作出的芯片收入预期，称我们将超越5000亿美元的目标。供应将满足今后至明年的需求。去年10月的GTC大会上，黄仁勋透露，英伟达已合计获得2025年和2026年两个公历年价值5000亿美元的芯片订单，其中包括将于今年开始量产的下一代Rubin芯片。黄仁勋称，客户竞相投资AI计算。计算需求迅猛增长。企业对代理的应用飙升。他谈及“太空数据中心”称，当前的太空数据中心经济还是“贫瘠的”，但形势将随着时间的推移而变化。财报公布后，周三本已收涨超1%的英伟达股价盘后拉升，盘后涨幅迅速扩大，一度涨近4%。分析认为，市场买账的关键在于：数据中心收入与总营收双超预期；毛利率随着新一代架构Blackwell芯片的生产爬坡继续改善，且在未计入部分中国市场收入的情况下，本财季的指引更强劲，强化了AI算力需求韧性的叙事。不过随后又转跌，一度跌逾1%。Q4营收创单季新高 毛利率创一年半新高四季度英伟达营收同比增长73%至681.27亿美元，同比增速明显高于前一季的62%，超过英伟达自身指引中值650亿美元。而分析师预期营收为659.1亿美元、同比增长约68%。全财年英伟达的营收也创年度最高纪录，达2159.38亿美元，较上年同比增长65%。毛利率成为四季度另一亮点：非GAAP口径下毛利率75.2%，同比提升1.7个百分点，环比升1.6个百分点，创2025年第二财季以来单季新高，高于分析师预期的75.0%。英伟达首席财务官（CFO）Colette Kress解读称，毛利率的同比改善来自“库存计提减少”，环比改善则与Blackwell芯片持续放量带来的“更优产品结构与成本结构”相关。但整个2026财年，非GAAP口径的毛利率在下滑，从前一财年的75.5%降至71.3%，同比下降4.2个百分点，显示在平台切换与供给爬坡阶段，全年利润率仍会受到结构性扰动。数据中心：算力增长企稳 网络接棒加速四季度英伟达的数据中心业务录得营收623.14亿美元，同比增长75%，增速高于前一季度同比增长66%，分析师预期同比增近70%至603.6亿美元。在数据中心内部，英伟达本季给出了更值得关注的两组数字：数据中心计算（Compute）收入513.34亿美元，同比增长58%，增速略高于三季度的56%。数据中心网络（Networking）收入109.80亿美元，同比增长263%，增速远超三季度的162%。英伟达将网络收入的爆发归功于：面向GB200与GB300系统的NVLink compute fabric“推出并持续爬坡”，同时以太网与InfiniBand平台继续增长。换言之，市场不应只盯着GPU本体的出货节奏，更要看到英伟达正在把“算力、互连、系统”打包为更难被替代的整体方案，网络收入的高增速正是这一策略的财务映射。客户结构方面，公司披露：四季度，来自超大规模云厂商（hyperscaler）的收入在整个数据中心业务的收入中占比略超50%，仍是最大客户类别，但当季的收入增长更多来自其他的数据中心客户，显示收入来源在扩散、集中度风险边际缓解。Blackwell拉动游戏需求 短期受供给与渠道扰动四季度英伟达的游戏业务营收37.27亿美元，同比增长47%，分析师预期为40.1亿美元，前一季度同比增长30%。游戏业务四季度同比加快增长，英伟达解释，主要由Blackwell需求强劲带动。但该业务收入环比下降13%，原因是“假日旺季后渠道库存自然回落”。值得警惕的是，英伟达明确提示：预计一季度及以后，供应受限将成为游戏业务的逆风因素。四季度专业可视化营收13.21亿美元，同比增长159%，分析师预期为7.707亿美元，前一季度同比增长56%。专业可视化也在Blackwell带动下实现收入同比翻一倍多、环比增长74%，成为除数据中心外最亮眼的增量业务之一。不过，该业务体量远不及数据中心。Q1营收指引中值同比增近77% 不含中国数据中心计算收入业绩指引方面，英伟达公布，一季度营收预计为780亿美元，上下浮动2%，即764.4亿至795.6亿美元。这个区间意味着，英伟达本财季的营收将刷新四季度所创的最高纪录。以营收指引中值计算，相当于英伟达预计一季度营收将同比增长76.9%，较四季度的增速73%进一步加快。英伟达的营收指引中值不但高于分析师预期中值727.8亿美元，还超过了买方的乐观预期740亿至750亿美元。英伟达的一季度毛利率与华尔街买方的乐观预期一致，料将再创2025年第二财季以来新高。一季度非GAAP口径下调整后毛利率预计为75%，上下浮动50个基点，即74.5%至75.5%，买方乐观预期为75%，卖方共识预期为74.7%。Q1起非GAAP纳入股权激励公布财报的同时，英伟达宣布，自一季度起，非GAAP口径下的财务指标将不再剔除股权激励（SBC）。因这一调整，英伟达预计，一季度非GAAP口径下运营费用将受到的影响约为19亿美元。这一变化会直接改变市场长期以来用来横向比较利润率与费用率的“惯用口径”，短期内可能带来一致预期模型的再校准，也会让投资者更清晰地看到英伟达为保持人才与研发领先所付出的真实成本。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease,dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2614068358","isCrawlerRequest":true}