英伟达真正登顶“芯片之王”_老虎社区_美港股上老虎

英伟达真正登顶“芯片之王”

华尔街见闻2023-11-25

今年三季度，英伟达芯片收入排名从第四名跃居第一，从芯片制造巨头台积电手中夺走了营收桂冠。拥有多个业务部门来供应对技术无比渴求的AI市场，英伟达拥有了“点石成金”的赚钱本领。英伟达击败台积电和英特尔，首次摘得芯片行业收入桂冠。周五，在最新发布的芯片行业收入评估报告中，英伟达从第四名跃居第一。半导体行业独立分析师Dan Nystedt指出，随着第三季度财务数据的公布，英伟达从芯片制造巨头台积电手中夺走...

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HALGY
·2023-11-25
为什么这些天跌的像坨💩？
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年第三季度，Nvidia在营收、盈利上超越了一众竞争对手。英伟达三季度之所以取得如此大的进步，主要是旗下多个业务部门增长明显，这些部门对其收入和收入产生了乘数效应。尽管自去年以来，英伟达大部分业务都取得了令人瞩目的收益，其中数据中心业务是冉冉升起的“新星”，随着AI的爆火，英伟达要求台积电制造更多AI芯片，为人工智能数据中心提供动力。不过，由于拥有知识产权，英伟达每颗芯片的收入和利润，比台积电在生产每颗芯片取得的收入和利润更为可观。 虽然台积电、三星和英特尔等竞争对手在2023年之前都取得了一定程度的进步，但相比之下，英伟达拥有多个业务部门，来供应一系列对技术无比渴求的人工智能市场，可以拥有“点石成金”的赚钱本领。不过，在这场AI芯片竞赛中，这仅是个开始，英伟达想要守住“王座”，还要面临重重考验。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":245383298494664,"gmtCreate":1700922715941,"gmtModify":1700922717336,"author":{"id":"3555892930598679","authorId":"3555892930598679","name":"HALGY","avatar":"https://static.tigerbbs.com/04cce9f53b58f274768e8058a9a7f0f2","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3555892930598679","authorIdStr":"3555892930598679"},"htmlText":"为什么这些天跌的像坨💩？","listText":"为什么这些天跌的像坨💩？","text":"为什么这些天跌的像坨💩？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/245383298494664","repostId":2386962670,"repostType":2,"repost":{"id":"2386962670","kind":"highlight","pubTimestamp":1700881457,"share":"https://www.laohu8.com/m/news/2386962670?lang=zh_CN&edition=full","pubTime":"2023-11-25 11:04","market":"us","language":"zh","title":"英伟达真正登顶“芯片之王”","url":"https://stock-news.laohu8.com/highlight/detail?id=2386962670","media":"华尔街见闻","summary":"今年三季度，英伟达芯片收入排名从第四名跃居第一，从芯片制造巨头台积电手中夺走了营收桂冠。拥有多个业务部门来供应对技术无比渴求的AI市场，英伟达拥有了“点石成金”的赚钱本领。","content":"<html><head></head><body><blockquote><p>今年三季度，英伟达芯片收入排名从第四名跃居第一，从芯片制造巨头台积电手中夺走了营收桂冠。拥有多个业务部门来供应对技术无比渴求的AI市场，英伟达拥有了“点石成金”的赚钱本领。</p></blockquote><p style=\"text-align: justify;\">英伟达击败台积电和英特尔，首次摘得芯片行业收入桂冠。</p><p style=\"text-align: justify;\">周五，在最新发布的芯片行业收入评估报告中，英伟达从第四名跃居第一。半导体行业独立分析师Dan Nystedt指出，<strong>随着第三季度财务数据的公布，英伟达从芯片制造巨头台积电手中夺走了营收桂冠。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1fb839d1b920a3f6bb6cbea2bfe0c1f\" tg-width=\"640\" tg-height=\"339\"/></p><p style=\"text-align: justify;\">AI持续火爆，英伟达盈利爆炸，碾压预期的三季度业绩就是最好的证明，营收同比增两倍达181.2亿美元、净利润同比增长1259%达92.43 亿美元。Nystedt发布的图表显示，在 2023 年第三季度，Nvidia在营收、盈利上超越了一众竞争对手。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa65d13bdf7a42f9d42f0c7c23e2ea4a\" tg-width=\"640\" tg-height=\"497\"/></p><p style=\"text-align: justify;\">英伟达三季度之所以取得如此大的进步，<strong>主要是旗下多个业务部门增长明显，这些部门对其收入和收入产生了乘数效应。</strong></p><p style=\"text-align: justify;\">尽管自去年以来，英伟达大部分业务都取得了令人瞩目的收益，其中数据中心业务是冉冉升起的“新星”，随着AI的爆火，英伟达要求台积电制造更多AI芯片，为人工智能数据中心提供动力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0942f96d0c17225ac87a46c7eafdea2d\" tg-width=\"640\" tg-height=\"294\"/></p><p style=\"text-align: justify;\">不过，由于拥有知识产权，英伟达每颗芯片的收入和利润，比台积电在生产每颗芯片取得的收入和利润更为可观。 </p><p style=\"text-align: justify;\">虽然台积电、三星和英特尔等竞争对手在2023年之前都取得了一定程度的进步，但相比之下，英伟达拥有多个业务部门，来供应一系列对技术无比渴求的人工智能市场，可以拥有“点石成金”的赚钱本领。</p><p style=\"text-align: justify;\">不过，在这场AI芯片竞赛中，这仅是个开始，英伟达想要守住“王座”，还要面临重重考验。</p></body></html>","source":"wallstreetcn_api","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\" 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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英伟达真正登顶“芯片之王”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-25 11:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3702818><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年三季度，英伟达芯片收入排名从第四名跃居第一，从芯片制造巨头台积电手中夺走了营收桂冠。拥有多个业务部门来供应对技术无比渴求的AI市场，英伟达拥有了“点石成金”的赚钱本领。英伟达击败台积电和英特尔，首次摘得芯片行业收入桂冠。周五，在最新发布的芯片行业收入评估报告中，英伟达从第四名跃居第一。半导体行业独立分析师Dan Nystedt指出，随着第三季度财务数据的公布，英伟达从芯片制造巨头台积电手中夺走...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3702818\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2e0e4b19db888da5bbb68221a94d9158","relate_stocks":{"LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4592":"伊斯兰概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0004445015.USD":"JANUS HENDERSON 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USD"},"source_url":"https://wallstreetcn.com/articles/3702818","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2386962670","content_text":"今年三季度，英伟达芯片收入排名从第四名跃居第一，从芯片制造巨头台积电手中夺走了营收桂冠。拥有多个业务部门来供应对技术无比渴求的AI市场，英伟达拥有了“点石成金”的赚钱本领。英伟达击败台积电和英特尔，首次摘得芯片行业收入桂冠。周五，在最新发布的芯片行业收入评估报告中，英伟达从第四名跃居第一。半导体行业独立分析师Dan Nystedt指出，随着第三季度财务数据的公布，英伟达从芯片制造巨头台积电手中夺走了营收桂冠。AI持续火爆，英伟达盈利爆炸，碾压预期的三季度业绩就是最好的证明，营收同比增两倍达181.2亿美元、净利润同比增长1259%达92.43 亿美元。Nystedt发布的图表显示，在 2023 年第三季度，Nvidia在营收、盈利上超越了一众竞争对手。英伟达三季度之所以取得如此大的进步，主要是旗下多个业务部门增长明显，这些部门对其收入和收入产生了乘数效应。尽管自去年以来，英伟达大部分业务都取得了令人瞩目的收益，其中数据中心业务是冉冉升起的“新星”，随着AI的爆火，英伟达要求台积电制造更多AI芯片，为人工智能数据中心提供动力。不过，由于拥有知识产权，英伟达每颗芯片的收入和利润，比台积电在生产每颗芯片取得的收入和利润更为可观。 虽然台积电、三星和英特尔等竞争对手在2023年之前都取得了一定程度的进步，但相比之下，英伟达拥有多个业务部门，来供应一系列对技术无比渴求的人工智能市场，可以拥有“点石成金”的赚钱本领。不过，在这场AI芯片竞赛中，这仅是个开始，英伟达想要守住“王座”，还要面临重重考验。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":3,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}