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Yinggg
2025-08-29
什么客户？
NVIDIA最大金主：两大神秘客户撑起近四成营收！
Yinggg
2025-06-03
$Palantir Technologies Inc.(PLTR)$
Yinggg
2025-06-03
$美国超微公司(AMD)$
给我使劲涨
Yinggg
2025-06-03
$Palantir Technologies Inc.(PLTR)$
你咋这么厉害
Yinggg
2025-05-29
$Palantir Technologies Inc.(PLTR)$
Yinggg
2025-05-28
$Palantir Technologies Inc.(PLTR)$
Yinggg
2021-03-09
一直卖飞，好气哦
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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508291152289768e09e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508291152289768e09e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2563975210","content_text":"快科技8月29日消息，NVIDIA在日前提交给美国证券交易委员会（SEC）的第二季度财务文件中披露，仅两家客户就贡献了其第二财季39%的营收。根据文件，客户A占NVIDIA总收入的23%，客户B占16%，而这一比例高于去年同期，当时NVIDIA的前两大客户分别占其销售额的14%和11%。黄仁勋在文件中指出：“我们经历过一段时期，我们的大部分收入来自少数客户，这一趋势可能会持续下去。”NVIDIA并未透露客户A和客户B的具体身份，文件提到，NVIDIA既有“直接客户”，也有“间接客户”，客户A和客户B被列为直接客户。直接客户指从NVIDIA采购芯片，再将其装配至系统或电路板后转售，包括富士康、广达等原始设计制造商或原始设备制造商，以及戴尔等系统集成商或分销商。间接客户包括云服务提供商、互联网公司和企业等，它们通常从NVIDIA的“直接客户”那里购买系统。文件还显示，有两家间接客户分别贡献了NVIDIA总收入的10%以上，此外，一家“人工智能研发公司”通过直接和间接渠道为NVIDIA贡献了可观的收入。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442118927679976,"gmtCreate":1748961394696,"gmtModify":1748961395333,"author":{"id":"3457335414475629","authorId":"3457335414475629","name":"Yinggg","avatar":"https://static.tigerbbs.com/7ba54970eb68dd27c37ba7044d5658b1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457335414475629","authorIdStr":"3457335414475629"},"themes":[],"htmlText":"<a 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11:47","market":"us","language":"zh","title":"NVIDIA最大金主：两大神秘客户撑起近四成营收！","url":"https://stock-news.laohu8.com/highlight/detail?id=2563975210","media":"快科技","summary":"根据文件，客户A占NVIDIA总收入的23%，客户B占16%，而这一比例高于去年同期，当时NVIDIA的前两大客户分别占其销售额的14%和11%。NVIDIA并未透露客户A和客户B的具体身份，文件提到，NVIDIA既有“直接客户”，也有“间接客户”，客户A和客户B被列为直接客户。文件还显示，有两家间接客户分别贡献了NVIDIA总收入的10%以上，此外，一家“人工智能研发公司”通过直接和间接渠道为NVIDIA贡献了可观的收入。","content":"<html><body><article><p>快科技8月29日消息，<strong>NVIDIA在日前提交给美国证券交易委员会（SEC）的第二季度财务文件中披露，仅两家客户就贡献了其第二财季39%的营收。</strong></p><p><strong>根据文件，客户A占NVIDIA总收入的23%，客户B占16%，</strong>而这一比例高于去年同期，当时NVIDIA的前两大客户分别占其销售额的14%和11%。</p><p>黄仁勋在文件中指出：“我们经历过一段时期，我们的大部分收入来自少数客户，这一趋势可能会持续下去。”</p><p><strong>NVIDIA并未透露客户A和客户B的具体身份，文件提到，NVIDIA既有“直接客户”，也有“间接客户”，客户A和客户B被列为直接客户。</strong></p><p>直接客户指从NVIDIA采购芯片，再将其装配至系统或电路板后转售，包括富士康、广达等原始设计制造商或原始设备制造商，以及<a href=\"https://laohu8.com/S/DELL\">戴尔</a>等系统集成商或分销商。</p><p>间接客户包括云服务提供商、互联网公司和企业等，它们通常从NVIDIA的“直接客户”那里购买系统。</p><p>文件还显示，有两家间接客户分别贡献了NVIDIA总收入的10%以上，此外，一家“人工智能研发公司”通过直接和间接渠道为NVIDIA贡献了可观的收入。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250829115225050d152pbtypiq4r28\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA最大金主：两大神秘客户撑起近四成营收！</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508291152289768e09e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508291152289768e09e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2563975210","content_text":"快科技8月29日消息，NVIDIA在日前提交给美国证券交易委员会（SEC）的第二季度财务文件中披露，仅两家客户就贡献了其第二财季39%的营收。根据文件，客户A占NVIDIA总收入的23%，客户B占16%，而这一比例高于去年同期，当时NVIDIA的前两大客户分别占其销售额的14%和11%。黄仁勋在文件中指出：“我们经历过一段时期，我们的大部分收入来自少数客户，这一趋势可能会持续下去。”NVIDIA并未透露客户A和客户B的具体身份，文件提到，NVIDIA既有“直接客户”，也有“间接客户”，客户A和客户B被列为直接客户。直接客户指从NVIDIA采购芯片，再将其装配至系统或电路板后转售，包括富士康、广达等原始设计制造商或原始设备制造商，以及戴尔等系统集成商或分销商。间接客户包括云服务提供商、互联网公司和企业等，它们通常从NVIDIA的“直接客户”那里购买系统。文件还显示，有两家间接客户分别贡献了NVIDIA总收入的10%以上，此外，一家“人工智能研发公司”通过直接和间接渠道为NVIDIA贡献了可观的收入。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442118927679976,"gmtCreate":1748961394696,"gmtModify":1748961395333,"author":{"id":"3457335414475629","authorId":"3457335414475629","name":"Yinggg","avatar":"https://static.tigerbbs.com/7ba54970eb68dd27c37ba7044d5658b1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457335414475629","idStr":"3457335414475629"},"themes":[],"htmlText":"<a 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