英伟达给出2028财年70%增速指引，远超市场预期，国产AI算力与设备链景气度再获确认

同花顺08-27

北京时间8月27日凌晨，英伟达（NVDA）(NVDA.US)发布2027财年第二财季财报。公司实现收入962亿美元，同比增长106%，高出市场一致预期约3%；数据中心收入890亿美元，同比增长117%；Non-GAAP净利润539.5亿美元，同比增长118%，高出市场一致预期约6%。更受关注的是，公司预计2028财年收入仍将增长约70%，显著高于市场此前约45%的预期(乐观情形约60%)，并将...

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