“AI 总龙头”业绩炸裂，但Q4指引难达高预期，英伟达盘后下挫！_老虎社区_美港股上老虎

“AI 总龙头”业绩炸裂，但Q4指引难达高预期，英伟达盘后下挫！

格隆汇2024-11-21

美东时间周三美股盘后，“AI 总龙头”英伟达公布最新季度财报。受益于人工智能繁荣的强劲需求，公司Q3业绩超华尔街预期，销售额飙升，利润几乎翻了一番。但因Q4业绩指引不及最高预期，英伟达盘后一度下挫近5%。不过在黄仁勋透露Blackwell芯片本季交付量会超公司预期后，现跌幅收窄至1%左右。近两年，英伟达股价“坐上火箭”一飞冲天。今年迄今，公司股价累涨近195%，远超美股其他几大科技巨头，成为...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2485059401?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/3b94e-c89a6480-0bfa-4cc7-b633-e301b25d0f86.jpg?guru_height=706&guru_width=1186","is_english":false,"pubTime":"2024-11-21 07:26","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2485059401","market":"us","top_or_hot":-1,"title":"“AI 总龙头”业绩炸裂，但Q4指引难达高预期，英伟达盘后下挫！","media":"格隆汇","content":"<div>\n<p>美东时间周三美股盘后，“AI 总龙头”英伟达公布最新季度财报。受益于人工智能繁荣的强劲需求，公司Q3业绩超华尔街预期，销售额飙升，利润几乎翻了一番。但因Q4业绩指引不及最高预期，英伟达盘后一度下挫近5%。不过在黄仁勋透露Blackwell芯片本季交付量会超公司预期后，现跌幅收窄至1%左右。近两年，英伟达股价“坐上火箭”一飞冲天。今年迄今，公司股价累涨近195%，远超美股其他几大科技巨头，成为...</p>\n\n<a href=\"https://www.gelonghui.com/p/1357654\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","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>“AI 总龙头”业绩炸裂，但Q4指引难达高预期，英伟达盘后下挫！</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“AI 总龙头”业绩炸裂，但Q4指引难达高预期，英伟达盘后下挫！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 07:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/1357654><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间周三美股盘后，“AI 总龙头”英伟达公布最新季度财报。受益于人工智能繁荣的强劲需求，公司Q3业绩超华尔街预期，销售额飙升，利润几乎翻了一番。但因Q4业绩指引不及最高预期，英伟达盘后一度下挫近5%。不过在黄仁勋透露Blackwell芯片本季交付量会超公司预期后，现跌幅收窄至1%左右。近两年，英伟达股价“坐上火箭”一飞冲天。今年迄今，公司股价累涨近195%，远超美股其他几大科技巨头，成为标普...</p>\n\n<a href=\"https://www.gelonghui.com/p/1357654\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDX","symbol_name":"2倍做多NVDA ETF-T-Rex","start_time":0,"source_url":"https://www.gelonghui.com/p/1357654","article_id":"2485059401","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/3b94e-c89a6480-0bfa-4cc7-b633-e301b25d0f86.jpg?guru_height=706&guru_width=1186"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485059401","pubTimestamp":1732145200,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"利润几乎翻了一番","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDX":"2倍做多NVDA ETF-T-Rex","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4551":"寇图资本持仓","NVD":"2倍做空NVDA ETF-GraniteShares","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","2NVD.UK":"2X NVIDIA ETP","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVDD":"1倍做空NVDA ETF-Direxion","LU0444971666.USD":"天利全球科技基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","NVD3.UK":"LS 3X NVIDIA","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4529":"IDC概念","NVDS.UK":"LS -1X NVIDIA","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SNVD.UK":"LS -1X NVIDIA","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","NVDA":"英伟达","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","3NVD.UK":"LS 3X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","NVDU":"2倍做多NVDA ETF-Direxion","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC"},"translate_title":"The performance of the \"AI leader\" exploded, but the Q4 guidance was difficult to meet high expectations, and Nvidia fell after the market!","themeId":"7d15b5b0de21933de6983349a6626721","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"NVDA":1,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVDX":0.6,"NVDS":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDU":0.6,"SNVD.UK":0.6,"NVD":0.6,"NVDS.UK":0.6},"content_text":"美东时间周三美股盘后，“AI 总龙头”英伟达公布最新季度财报。受益于人工智能繁荣的强劲需求，公司Q3业绩超华尔街预期，销售额飙升，利润几乎翻了一番。但因Q4业绩指引不及最高预期，英伟达盘后一度下挫近5%。不过在黄仁勋透露Blackwell芯片本季交付量会超公司预期后，现跌幅收窄至1%左右。近两年，英伟达股价“坐上火箭”一飞冲天。今年迄今，公司股价累涨近195%，远超美股其他几大科技巨头，成为标普500指数中表现最好的股票之一。市值也从去年同期的1.11万亿美元，暴涨至目前的3.58万亿美元，超越了苹果和微软，成为全球市值最高的公司。业绩超预期财报显示，英伟达Q3营收为350.8亿美元，同比大增94%，超出分析师预期的331亿美元。但与前三个季度相比，仍然是连续放缓。前三个季度的销售额分别增长了122%、262%和265%。净利润为193.09亿美元，同比增长109%，也高于市场预期的174亿美元。经调整后的每股收益为0.81美元（非GAAP规则），高于市场预期的0.74美元。调整后毛利率为75%，与预期持平，环比下降0.7个百分点。前一季度为75.7%、同比提升4.5个百分点。分业务收入来看，数据中心业务贡献英伟达绝大部分营收，游戏和AI PC、专业可视化、汽车和机器人业务均有增长。其中，三季度数据中心营收308亿美元，预期291.4亿美元，同比增长112%，前一季度同比增长154%。游戏和AI PC业务营收33亿美元，预期30.6亿美元，同比增长15%，前一季度同比增长16%。专业可视化营收4.86亿美元，预期4.777亿美元，同比增长17%，前一季度同比增长20%。汽车和机器人业务营收4.49亿美元，预期为3.645亿美元，同比增长72%，前一季度同比增长37%。Q4指引未能打动华尔街眼下，市场最为关注的便是英伟达Blackwell芯片。CEO黄仁勋最新预告，本季Blackwell的交付量会超出公司预期。他表示，目前Blackwell芯片已全面投产，预计该产品将在未来几个季度都供不应求。此外，当前一代GPU——Hopper芯片仍然很受欢迎。“AI 时代正在全速发展，推动全球向英伟达计算的转变。”首席财务官Colette Kress表示，Blackwell芯片计划于本季度开始出货，并将在明年加速出货。其人工智能芯片H200在本季度显著增长。Kress称，Hopper和Blackwell系统都存在一定的供应限制，预计2026财年数个季度Blackwell的需求将超过供应。虽然英伟达Q3业绩炸裂，但Q4指引未能达华尔街的高预期。展望2025财年第四季度，公司营业收入预计为375亿美元，上下浮动2%，略高于市场平均预期的370.8亿美元，但不及最高预期的410亿美元。公认会计原则（GAAP）和非公认会计原则（non-GAAP）预期毛利率分别为73.0%和73.5%，浮动幅度为50个基点，营业费用预计分别约为48亿美元和34亿美元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}