尽管盈利创纪录，英伟达股价为何下跌？

环球市场播报02-27

由于英伟达的大客户已表明他们大幅增加了硬件支出，市场对其重磅财报早有预期。　　英伟达公布第四财季盈利超出预期后，周四其股价下跌逾5%。　　该公司一个季度就赚到430亿美元。尽管摩根士丹利的约瑟夫·摩尔称这是芯片公司历史性的“盈利超预期并上调指引”的表现，英伟达股价在周四仍下跌超过5%。英伟达的营收比预期高出约30亿美元，其业绩指引比分析师此前的模型预测高出约50亿美元。　　这种程度的超预期...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-02-27/doc-inhpewct0171605.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于英伟达的大客户已表明他们大幅增加了硬件支出，市场对其重磅财报早有预期。\n　　英伟达公布第四财季盈利超出预期后，周四其股价下跌逾5%。\n　　该公司一个季度就赚到430亿美元。尽管摩根士丹利的约瑟夫·摩尔称这是芯片公司历史性的“盈利超预期并上调指引”的表现，英伟达股价在周四仍下跌超过5%。英伟达的营收比预期高出约30亿美元，其业绩指引比分析师此前的模型预测高出约50亿美元。\n　　这种程度的超预期...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-27/doc-inhpewct0171605.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1721428933.USD","symbol_name":"法巴全球经典环境基金RH MD 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Earnings?","themeId":"7a755cbafd825462988989b314d464b7","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ANV":0.6,"NVDG":0.6,"NVIW.SI":0.6,"NVDA":1.98,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDB":0.6,"NVDW":0.6,"NVDD":0.6,"NVD":0.6,"NVDS.UK":0.6,"DIPS":0.6,"NVDQ":0.6,"NVDS":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVDU":0.6,"NVII":0.6},"content_text":"由于英伟达的大客户已表明他们大幅增加了硬件支出，市场对其重磅财报早有预期。\n　　英伟达公布第四财季盈利超出预期后，周四其股价下跌逾5%。\n　　该公司一个季度就赚到430亿美元。尽管摩根士丹利的约瑟夫·摩尔称这是芯片公司历史性的“盈利超预期并上调指引”的表现，英伟达股价在周四仍下跌超过5%。英伟达的营收比预期高出约30亿美元，其业绩指引比分析师此前的模型预测高出约50亿美元。\n　　这种程度的超预期或许已在预料之中，因为英伟达的超大规模客户最近提高了他们的资本支出预测，预示着芯片支出将持续激增。\n　　摩尔表示，尽管股价反应平淡令人惊讶，但笼罩英伟达股票的争议“本质上是长期性的”。\n　　尽管资本支出预测有所提升，投资者一直担心人工智能支出的可持续性，摩尔表示，从迄今为止的所有投资来看，超大规模企业的自由现金流生成似乎“面临巨大压力”。\n　　他并不那么担心。他说，超大规模企业正在要求更多的计算能力。虽然成本是一个挑战，但需求来自于向推理（即运行AI模型）的转变，这最终会转化为收入。\n　　摩尔在周四的报告中表示，长期来看“情况看起来相当不错”。\n　　根据摩尔的说法，对英伟达股价更大的催化剂可能是英伟达CEO黄仁勋即将在摩根士丹利科技会议上的主题演讲，以及这家芯片制造商在三月举行的年度GTC大会。投资者将寻求有关公司产品路线图的更多细节，包括其Vera Rubin芯片平台以及后续Feynman架构的更新。\n　　伯恩斯坦分析师斯泰西·拉斯冈表示，他“不确定投资者此时还想听到什么”，但随着对其产品的需求“没有任何放缓的迹象”，买方对英伟达2027年的预期“似乎非常合理”。他特别指出，买方观点认为英伟达下一日历年可能实现每股收益12美元或更多。而FactSet的共识预期约为10美元。\n　　与此同时，英伟达也因供应短缺导致的存储芯片价格上涨而受到波及。英伟达的芯片需要大量内存，但在供应紧张的背景下，对内存的强劲需求推高了行业价格。\n　　TD Cowen分析师约书亚·布哈特在周三的一份报告中表示，英伟达“对其75%毛利率传达的自信但保守的信息”对投资者来说应该是个好消息。他补充说，该公司可能在供应紧张之前就锁定了其内存供应和价格。\n　　布哈特对英伟达股价近期的低迷感到有些困惑，因为软件股已经下跌。\n　　他写道：“仅强调一个奇怪的现象——在我们看来，奇怪的是，软件股似乎正在为生存性衰退定价，而能够实现这种未来结果的基础硬件却在为需求的快速下降定价。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","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,"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; 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