大摩组织英伟达高层路演：亲证单季营收破千亿，明确Rubin Ultra不延期

格隆汇07-12 11:18

摩根士丹利近日组织了一场英伟达非融资路演。英伟达CEO黄仁勋、CFO Colette Kress和投资者关系负责人直接参与，说明公司希望亲自回应市场对产品进度、ASIC竞争和增长持续性的疑问。会议核心要点： ⭐️营收增长：单季营收已达千亿美金规模，增速仍维持加速上行态势； ⭐️Rubin周期：Vera Rubin周期景气度强劲，将拉动未来12个月业绩增长； ⭐️新品进度辟谣：明确Rubin Ultra将于明年出货，否认延后至2028年的传闻； ⭐️产品形态迭代：Kyber机架后续将被更优方案替代，支撑更大规模单机架纵向扩展，路线图灵活调整以降低产能爬坡风险； ⭐️技术路线：800V供电、机架间光学纵向扩展等核心技术按规划稳步推进； ⭐️供给判断：内存供应紧缺状况预计未来数年将持续。

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