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Vinsa8

Vinsa8

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IP属地：湖北

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2主题

0勋章

06-27 11:48

哈哈，互撕，挺好，苹果真丑陋

美光高管怒怼苹果定价模式：芯片成本涨45美元，终端加价250美元

06-26 21:44

$英伟达(NVDA)$ 大猩猩敲地球

06-26 21:09

$Lumentum Holdings Inc.(LITE)$ 被康宁锤了？

06-26 17:32

$NQ100指数主连 2609(NQmain)$ 今天是这个桥段？

06-26 15:37

玻璃桥呢，玻璃桥技术呢

异动解读｜Applied Optoelectronics夜盘下跌5.08%，CPO量产延迟预期持续压制光通信板块

06-26 13:25

06-26 11:23

$康宁(GLW)$ 傻鸟，讲鬼故事把自己也坑了

06-25

$NQ100指数主连 2609(NQmain)$ 咋了？特朗普嘎了？

06-25

$美光科技(MU)$ 前天-13％已经做好起飞姿势了

06-23

$NQ100指数主连 2609(NQmain)$ 特朗普被暗杀了？

06-23

$NQ100指数主连 2609(NQmain)$ woshi跟特靠谱不是穿一条裤子的吗

06-10

$NQ100指数主连 2606(NQmain)$ 明天韩国棒子哥带带你这个小弟

06-10

$英伟达(NVDA)$ 明天让韩国棒子带带你吧，美国不行了

06-10

$英伟达(NVDA)$ 学大A？单边下跌出货？

06-10

$英伟达(NVDA)$ 好像也没这么涨啊，这货

05-28

$NQ100指数主连 2606(NQmain)$ 该进攻大A了

05-27

$NQ100指数主连 2606(NQmain)$ 又要打了？

05-21

$英伟达(NVDA)$ 求求你，把创业板收购了吧

05-21

相当炸裂啊

英伟达第一财季净利润同比增长211% 回购800亿美元股票

05-15

$NQ100指数主连 2606(NQmain)$ 大A收盘了

去老虎APP查看更多动态

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今天是这个桥段？","images":[{"img":"https://static.tigerbbs.com/31965a6c2d81a0a0711f9c31b5327b97","width":"887","height":"1182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579322959241616","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":579294740582792,"gmtCreate":1782459468365,"gmtModify":1782462080256,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"玻璃桥呢，玻璃桥技术呢","listText":"玻璃桥呢，玻璃桥技术呢","text":"玻璃桥呢，玻璃桥技术呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579294740582792","repostId":"1101980779","repostType":2,"repost":{"id":"1101980779","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1782440784,"share":"https://www.laohu8.com/m/news/1101980779?lang=zh_CN&edition=full","pubTime":"2026-06-26 10:26","market":"hk","language":"zh","title":"异动解读｜Applied Optoelectronics夜盘下跌5.08%，CPO量产延迟预期持续压制光通信板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1101980779","media":"行情直击","summary":"6月26日，Applied Optoelectronics夜盘下跌5.08%，报131.49美元/股，成交额641.14万美元。尽管英伟达回应称CPO交换机将按计划于下半年启动量产，但摩根士丹利对CPO放量不及预期的判断与之较为接近，市场分歧下多空博弈加剧，该悲观预期持续对高估值光通信板块构成压制。Applied Optoelectronics是光纤网络产品领先供应商，业务聚焦有线电视、光纤入户及数据中心网络市场，是美国本土少数具备自产磷化铟激光器能力的AI光模块厂商。","content":"<p><p>6月26日，Applied Optoelectronics夜盘下跌5.08%，报131.49美元/股，成交额641.14万美元。</p><p>消息面上，此前SemiAnalysis报告指出共封装光学（CPO）大规模商业导入时间可能延迟至2028年甚至2029年，系统级良率可能低至约19.4%，远低于市场对短期快速放量的预期。尽管英伟达回应称CPO交换机将按计划于下半年启动量产，但摩根士丹利对CPO放量不及预期的判断与之较为接近，市场分歧下多空博弈加剧，该悲观预期持续对高估值光通信板块构成压制。当日同板块Lumentum跌3.52%、诺基亚跌3.15%、Ciena科技跌2.31%，板块整体承压。</p><p>Applied Optoelectronics是光纤网络产品领先供应商，业务聚焦有线电视、光纤入户及数据中心网络市场，是美国本土少数具备自产磷化铟激光器能力的AI光模块厂商。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜Applied Optoelectronics夜盘下跌5.08%，CPO量产延迟预期持续压制光通信板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-06-26 10:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月26日，Applied Optoelectronics夜盘下跌5.08%，报131.49美元/股，成交额641.14万美元。</p><p>消息面上，此前SemiAnalysis报告指出共封装光学（CPO）大规模商业导入时间可能延迟至2028年甚至2029年，系统级良率可能低至约19.4%，远低于市场对短期快速放量的预期。尽管英伟达回应称CPO交换机将按计划于下半年启动量产，但摩根士丹利对CPO放量不及预期的判断与之较为接近，市场分歧下多空博弈加剧，该悲观预期持续对高估值光通信板块构成压制。当日同板块Lumentum跌3.52%、诺基亚跌3.15%、Ciena科技跌2.31%，板块整体承压。</p><p>Applied Optoelectronics是光纤网络产品领先供应商，业务聚焦有线电视、光纤入户及数据中心网络市场，是美国本土少数具备自产磷化铟激光器能力的AI光模块厂商。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAOI":"Applied Optoelectronics Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101980779","content_text":"6月26日，Applied Optoelectronics夜盘下跌5.08%，报131.49美元/股，成交额641.14万美元。消息面上，此前SemiAnalysis报告指出共封装光学（CPO）大规模商业导入时间可能延迟至2028年甚至2029年，系统级良率可能低至约19.4%，远低于市场对短期快速放量的预期。尽管英伟达回应称CPO交换机将按计划于下半年启动量产，但摩根士丹利对CPO放量不及预期的判断与之较为接近，市场分歧下多空博弈加剧，该悲观预期持续对高估值光通信板块构成压制。当日同板块Lumentum跌3.52%、诺基亚跌3.15%、Ciena科技跌2.31%，板块整体承压。Applied 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该进攻大A了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569029826413528","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568874621924768,"gmtCreate":1779889691327,"gmtModify":1779890502377,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$&nbsp;</a> 又要打了？","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$&nbsp;</a> 又要打了？","text":"$NQ100指数主连 2606(NQmain)$ 又要打了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568874621924768","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566544416507360,"gmtCreate":1779350854384,"gmtModify":1779352593350,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 求求你，把创业板收购了吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 求求你，把创业板收购了吧","text":"$英伟达(NVDA)$ 求求你，把创业板收购了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566544416507360","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566403674711200,"gmtCreate":1779316473896,"gmtModify":1779327128773,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"相当炸裂啊","listText":"相当炸裂啊","text":"相当炸裂啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566403674711200","repostId":"2637796228","repostType":2,"repost":{"id":"2637796228","kind":"news","pubTimestamp":1779314956,"share":"https://www.laohu8.com/m/news/2637796228?lang=zh_CN&edition=full","pubTime":"2026-05-21 06:09","market":"hk","language":"zh","title":"英伟达第一财季净利润同比增长211% 回购800亿美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2637796228","media":"凤凰网科技","summary":"截至周三收盘，英伟达股价上涨2.86美元，报收于223.47美元，涨幅为1.30%。截至第一财季末，公司在现有股票回购授权计划下仍有385亿美元资金可用。2026年5月18日，英伟达董事会批准将公司的股票回购授权额度额外增加800亿美元，且该授权没有到期日。同时，英伟达将其季度现金股息从每股0.01美元提高至普通股每股0.25美元。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2026_21/924B885606FBB9985DDA956C486693D4350E3B64_size1722_w1204_h806.png\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></p><p><a href=\"https://laohu8.com/S/600716\">凤凰</a>网科技讯 北京时间5月21日，AI芯片巨头英伟达公司(NASDAQ:NVDA)今天发布了截至4月26日的2027财年第一季度财报。财报显示，按照美国通用会计准则(GAAP)计算，<strong>英伟达第一财季营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的187.75亿美元增长211%。</strong></p><p>股价表现：</p><p>英伟达第一财季营收和每股收益超出预期，并追加回购800亿美元股票，但是第二财季营收展望不及一些分析师的最高预期，股价在盘后交易中下跌不到1%。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_21/19CF0E1426E0F8E4A538C110A055CD85F3595850_size261_w2110_h1414.png\"/></p><p>英伟达股价盘后下跌0.39%</p><p>英伟达周三在纳斯达克交易所的开盘价为223.10美元。截至周三收盘，英伟达股价上涨2.86美元，报收于223.47美元，涨幅为1.30%。截至发稿，英伟达股价在盘后交易中下跌0.87美元至222.60美元，跌幅为0.39%。过去52周，英伟达股价最高为236.54美元，最低为129.16美元。</p><p><strong>第一财季业绩要点：</strong></p><p>——营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；</p><p>·数据中心部门(包含AI芯片业务)收入达到创纪录的752亿美元，同比增长92%，环比增长21%；</p><p>·边缘计算部门收入为64亿美元，同比增长29%，环比增长10%；</p><p>——毛利率为74.9%，较上年同期的60.5%增长14.4个百分点；按非美国通用会计准则(Non-GAAP)，毛利率为75.0%，较上年同期的60.8%增长14.2个百分点；</p><p>——营业费用为76.21亿美元，较上年同期的50.30亿美元增长52%；按非美国通用会计准则，营业费用为74.49亿美元，较上年同期的49.93亿美元增长49%；</p><p>——营业利润为535.36亿美元，较上年同期的216.38亿美元增长147%；按非美国通用会计准则，营业利润为537.83亿美元，较上年同期的218.01亿美元增长147%；</p><p>——净利润为583.21亿美元，较上年同期的187.75亿美元增长211%；按非美国通用会计准则，净利润为455.48亿美元，较上年同期的190.94亿美元增长139%；</p><p>——每股摊薄收益为2.39美元，较上年同期的0.76美元增长214%；按非美国通用会计准则，每股摊薄收益为1.87美元，较上年同期的0.78美元增长140%。</p><p><strong>第二财季展望：</strong></p><p>——营收预计为910亿美元，上下浮动2个百分点；英伟达在其业绩展望中未计入来自中国的数据中心计算收入；</p><p>——毛利率预计为74.9%，按非美国通用会计准则为75.0%，上下浮动50个基点；</p><p>——营业费用预计约为85亿美元，按非美国通用会计准则约为83亿美元；</p><p>——2027财年全年，税率预计介于16.0%-18.0%之间。</p><p><strong>股东回报：</strong></p><p>2027财年第一季度，英伟达通过股票回购和现金股息的方式向股东返还了创纪录的大约200亿美元。截至第一财季末，公司在现有股票回购授权计划下仍有385亿美元资金可用。</p><p>2026年5月18日，英伟达董事会批准将公司的股票回购授权额度额外增加800亿美元，且该授权没有到期日。同时，英伟达将其季度现金股息从每股0.01美元提高至普通股每股0.25美元。该股息将于2026年6月26日支付给截至2026年6月4日登记在册的所有股东。</p><p><strong>高管点评：</strong></p><p>英伟达创始人兼CEO黄仁勋(Jensen Huang)表示：“AI工厂的建设是人类历史上规模最大的基础设施扩张，目前正以惊人的速度加速推进。智能体AI已经到来，它能够从事生产性工作，创造实际价值，并在各公司和各行业中快速扩展。英伟达在这场变革中处于独特的核心位置，因为我们是唯一一个能够在每一个云环境中运行、驱动每一个前沿及开源模型、并在从超大规模数据中心到边缘计算的所有AI生产场景中实现扩展的平台。”(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</p></body></html>","source":"fenghuang_stock","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>英伟达第一财季净利润同比增长211% 回购800亿美元股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达第一财季净利润同比增长211% 回购800亿美元股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 06:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8tIXQ7ZJogB><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达凤凰网科技讯 北京时间5月21日，AI芯片巨头英伟达公司(NASDAQ:NVDA)今天发布了截至4月26日的2027财年第一季度财报。财报显示，按照美国通用会计准则(GAAP)计算，英伟达第一财季营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的187.75亿美元增长211%。股价表现：英伟达第一财季营收和每股收益超出预期，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tIXQ7ZJogB\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015358.SGD":"United Income Focus 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INC"},"source_url":"https://tech.ifeng.com/c/8tIXQ7ZJogB","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637796228","content_text":"英伟达凤凰网科技讯 北京时间5月21日，AI芯片巨头英伟达公司(NASDAQ:NVDA)今天发布了截至4月26日的2027财年第一季度财报。财报显示，按照美国通用会计准则(GAAP)计算，英伟达第一财季营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的187.75亿美元增长211%。股价表现：英伟达第一财季营收和每股收益超出预期，并追加回购800亿美元股票，但是第二财季营收展望不及一些分析师的最高预期，股价在盘后交易中下跌不到1%。英伟达股价盘后下跌0.39%英伟达周三在纳斯达克交易所的开盘价为223.10美元。截至周三收盘，英伟达股价上涨2.86美元，报收于223.47美元，涨幅为1.30%。截至发稿，英伟达股价在盘后交易中下跌0.87美元至222.60美元，跌幅为0.39%。过去52周，英伟达股价最高为236.54美元，最低为129.16美元。第一财季业绩要点：——营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；·数据中心部门(包含AI芯片业务)收入达到创纪录的752亿美元，同比增长92%，环比增长21%；·边缘计算部门收入为64亿美元，同比增长29%，环比增长10%；——毛利率为74.9%，较上年同期的60.5%增长14.4个百分点；按非美国通用会计准则(Non-GAAP)，毛利率为75.0%，较上年同期的60.8%增长14.2个百分点；——营业费用为76.21亿美元，较上年同期的50.30亿美元增长52%；按非美国通用会计准则，营业费用为74.49亿美元，较上年同期的49.93亿美元增长49%；——营业利润为535.36亿美元，较上年同期的216.38亿美元增长147%；按非美国通用会计准则，营业利润为537.83亿美元，较上年同期的218.01亿美元增长147%；——净利润为583.21亿美元，较上年同期的187.75亿美元增长211%；按非美国通用会计准则，净利润为455.48亿美元，较上年同期的190.94亿美元增长139%；——每股摊薄收益为2.39美元，较上年同期的0.76美元增长214%；按非美国通用会计准则，每股摊薄收益为1.87美元，较上年同期的0.78美元增长140%。第二财季展望：——营收预计为910亿美元，上下浮动2个百分点；英伟达在其业绩展望中未计入来自中国的数据中心计算收入；——毛利率预计为74.9%，按非美国通用会计准则为75.0%，上下浮动50个基点；——营业费用预计约为85亿美元，按非美国通用会计准则约为83亿美元；——2027财年全年，税率预计介于16.0%-18.0%之间。股东回报：2027财年第一季度，英伟达通过股票回购和现金股息的方式向股东返还了创纪录的大约200亿美元。截至第一财季末，公司在现有股票回购授权计划下仍有385亿美元资金可用。2026年5月18日，英伟达董事会批准将公司的股票回购授权额度额外增加800亿美元，且该授权没有到期日。同时，英伟达将其季度现金股息从每股0.01美元提高至普通股每股0.25美元。该股息将于2026年6月26日支付给截至2026年6月4日登记在册的所有股东。高管点评：英伟达创始人兼CEO黄仁勋(Jensen 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