英伟达Q2业绩预期强劲华尔街聚焦财报之外的隐性承诺

格隆汇08-26 18:59

据外媒分析，华尔街如今关注的已不只是英伟达(NVDA.US)预计十分亮眼的第二季度财报表现，而是到2028年可能达到2000亿美元的AI相关信贷敞口。投资者希望英伟达进一步厘清与人工智能基础设施融资、供应和电力相关的资产负债表外承诺。尽管市场存在上述担忧，英伟达第二季度营收仍预计将接近翻倍，达到922亿美元，主要受数据中心需求持续火爆的推动。

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英伟达Q2业绩预期强劲 华尔街聚焦财报之外的隐性承诺

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英伟达Q2业绩预期强劲华尔街聚焦财报之外的隐性承诺