英伟达超预期指引打开AI半导体上行空间把握易方达AI(03489)等相关主题基金投资机会

智通财经08-27

智通财经APP获悉，英伟达Q2财报全面超预期，收入96.2bn、EPS 2.22、毛利率75%，Q3指引108bn ±2%均强于市场共识。更关键的是，管理层罕见地提前给出FY28收入增长70%的指引，显著高于卖方预期的44%-45%，也高于买方主流预测。这可能是推动AI半导体板块再次上行的分水岭时刻。提前指引，算力需求可见度大幅提升。英伟达打破惯例，直接给出FY28增长70%的指引(卖方预期仅为...

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±2%均强于市场共识。更关键的是，管理层罕见地提前给出FY28收入增长70%的指引，显著高于卖方预期的44%-45%，也高于买方主流预测。这可能是推动AI半导体板块再次上行的分水岭时刻。提前指引，算力需求可见度大幅提升。英伟达打破惯例，直接给出FY28增长70%的指引(卖方预期仅为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1486724.html\">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":"LU2462157665.USD","symbol_name":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1486724.html","article_id":"2662289721","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2662289721","pubTimestamp":1787795983,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，英伟达Q2财报全面超预期，收入96.2bn、EPS 2.22、毛利率75%，Q3指引108bn 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英伟达超预期指引打开AI半导体上行空间 把握易方达AI(03489)等相关主题基金投资机会

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英伟达超预期指引打开AI半导体上行空间把握易方达AI(03489)等相关主题基金投资机会