开源通信||英伟达业绩超预期，坚定看好全球AI算力链_老虎社区_美港股上老虎

开源通信||英伟达业绩超预期，坚定看好全球AI算力链

新颖科技前沿02-26

核心观点1、英伟达业绩表现亮眼，网络业务同比增长近3倍英伟达发布FY2026第四季度报告，FY2026Q4，公司实现营收681亿美元，同比增长73%，环比增长约19%，其中，数据中心业务营收达623亿美元，同比增长75%，环比增长22%，增长主要得益于Blackwell和Blackwell Ultra产品的产能持续释放，其中，Grace Blackwell 系统占本季度数据中心业务营收约三分之二，...

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系统占本季度数据中心业务营收约三分之二，数据中心业务中，计算业务营收达513亿美元，同比增长58%，环比增长19%，网络业务营收达110亿美元，同比增长263%，环比增长34%。2、英伟达业绩指引乐观，释放对全球AI产业链强劲信心英伟达认为“算力即营收”，英伟达预计FY2027Q1收入将达780亿美元，上下浮动不超过2%，且该预测未考虑中国数据中心收入。公司预计2026日历年营收将实现环比持续增长，超过公司2025年公布的 5000 亿美元Blackwell 和Rubin平台营收目标。超大规模云服务商对英伟达AI芯片的需求依然十分强劲，头部五大云服务商和超大规模客户贡献了公司FY2026数据中心业务超50%的营收。3、海外AI巨头全线上调资本开支，为AI算力发展提供有力支撑亚马逊：根据亚马逊最新财报，公司2025Q4资本开支为385亿美元，同比增长48%，公司预计2026年的资本支出将约为2000亿美元，同比增长约56%。谷歌：根据谷歌最新财报，公司2025Q4资本开支达279亿美元，同比增长95%，全年资本开支实现914亿美元，同比增长74%，预计2026年资本支出为1750-1850亿美元，中值为1800亿美元，同比增长97%。Meta：根据Meta最新财报，公司2025Q4资本开支方面达221.4亿美元，全年资本开支实现722.2亿美元，高于2025Q3给出的700-720亿美元指引，更高于年初600-650亿美元指引，预计2026全年资本开支将达1350亿美元。微软：根据微软最新财报，公司FY2026Q2资本开支达375亿美元，同比增长66%，约三分之二投入GPU和CPU等，超出此前预期的343.1亿美金。4、全球AI产业趋势持续强化，看好“光、液冷、国产算力、卫星”四大主线推荐标的：中际旭创、新易盛、英维克、源杰科技、中天科技、亨通光电、天孚通信、欧陆通、华工科技、中兴通讯、盛科通信、光环新网、奥飞数据、新意网集团、大位科技、润泽科技、紫光股份、广和通、宝信软件等；受益标的：罗博特科、致尚科技、炬光科技、杰普特、长飞光纤、远东股份、俊知集团、伟仕佳杰、长光华芯、永鼎股份、仕佳光子、申菱环境、高澜股份、银轮股份、寒武纪、海光信息、摩尔线程-U、浪潮信息、腾景科技、光库科技、太辰光、德科立、汇绿生态、嘉元科技、海格通信、震有科技、信科移动-U、通宇通讯、宏景科技、航锦科技、首都在线、映翰通、中贝通信、会畅通讯、美格智能、网宿科技、锐捷网络等。5、风险提示：AI发展不及预期、行业竞争加剧、中美贸易摩擦等。证券研究报告：《开源证券_行业点评报告_英伟达业绩表现全面超预期，重视全球AI产业链投资机会_通信团队_20260226》对外发布时间：2026年02月26日报告发布机构：开源证券股份有限公司本报告分析师：蒋颖分析师执业编号：S0790523120003开源通信研究团队蒋颖开源证券通信首席分析师中国人民大学经济学硕士、理学学士，商务英语双学位。2017-2023年，先后就职于华创证券、招商证券、信达证券，2023年12月加入开源证券研究所，深度覆盖AI算力产业链、AI应用、机器人、卫星互联网、物联网、运营商、5G产业链等。曾获2025年新浪金麒麟“菁英分析师”通信第3名、wind“金牌分析师”通信第2名；2024年新浪金麒麟“菁英分析师”通信第4名；2022年wind“金牌分析师”通信第4名；2020年wind“金牌分析师”通信第1名；2020年新浪金麒麟“新锐分析师”通信第1名；2020年21世纪“金牌分析师”通信第3名；2019年新浪金麒麟“最佳分析师”通信第5名。陈光毅开源证券通信组成员北京大学物理学博士，凝聚态物理专业。2024年2月加入开源证券研究所，曾就职于信达证券研究开发中心，从事通信行业研究工作，主要覆盖光模块、光器件、光芯片、海外算力、卫星通信、通信新能源、自动驾驶等领域。杜致远 开源证券通信组成员新加坡国立大学经济学硕士，山东大学工学、金融学双学士。2026年1月加入开源证券通信团队，从事通信行业研究工作，主要覆盖AIDC、液冷、供电、国产算力、卫星等板块。特别声明《证券期货投资者适当性管理办法》、《证券经营机构投资者适当性管理实施指引（试行）》已于2017年7月1日起正式实施。根据上述规定，开源证券评定此研报的风险等级为R4（中高风险），因此通过公共平台推送的研报其适用的投资者类别仅限定为境内专业投资者及风险承受能力为C4、C5的普通投资者。若您并非境内专业投资者及风险承受能力为C4、C5的普通投资者，请取消阅读，请勿收藏、接收或使用本研报中的任何信息。因此受限于访问权限的设置，若给您造成不便，烦请见谅！感谢您给予的理解与配合。分析师承诺负责准备本报告以及撰写本报告的所有研究分析师或工作人员在此保证，本研究报告中关于任何发行商或证券所发表的观点均如实反映分析人员的个人观点。负责准备本报告的分析师获取报酬的评判因素包括研究的质量和准确性、客户的反馈、竞争性因素以及开源证券股份有限公司的整体收益。所有研究分析师或工作人员保证他们报酬的任何一部分不曾与，不与，也将不会与本报告中具体的推荐意见或观点有直接或间接的联系。股票投资评级说明投资建议的比较标准本报告采用的基准指数：沪深300指数（以下简称基准）；时间段：报告发布之日起6个月内。股票投资评级买入：股价相对强于基准20%以上；增持：股价相对强于基准5%~20%；持有：股价相对基准波动在±5%之间；卖出：股价相对弱于基准5%以下。行业投资评级看好：行业指数超越基准；中性：行业指数与基准基本持平；看淡：行业指数弱于基准。备注：评级标准为以报告日后的6~12个月内，证券相对于市场基准指数的涨跌幅表现，其中A股基准指数为沪深300指数、港股基准指数为恒生指数、新三板基准指数为三板成指（针对协议转让标的）或三板做市指数（针对做市转让标的）、美股基准指数为标普500或纳斯达克综合指数。我们在此提醒您，不同证券研究机构采用不同的评级术语及评级标准。我们采用的是相对评级体系，表示投资的相对比重建议；投资者买入或者卖出证券的决定取决于个人的实际情况，比如当前的持仓结构以及其他需要考虑的因素。投资者应阅读整篇报告，以获取比较完整的观点与信息，不应仅仅依靠投资评级来推断结论。分析、估值方法的局限性说明本报告所包含的分析基于各种假设，不同假设可能导致分析结果出现重大不同。本报告采用的各种估值方法及模型均有其局限性，估值结果不保证所涉及证券能够在该价格交易。法律声明开源证券股份有限公司是经中国证监会批准设立的证券经营机构，已具备证券投资咨询业务资格。本报告仅供开源证券股份有限公司（以下简称“本公司”）的机构或个人客户（以下简称“客户”）使用。本公司不会因接收人收到本报告而视其为客户。本报告是发送给开源证券客户的，属于商业秘密材料，只有开源证券客户才能参考或使用，如接收人并非开源证券客户，请及时退回并删除。本报告是基于本公司认为可靠的已公开信息，但本公司不保证该等信息的准确性或完整性。本报告所载的资料、工具、意见及推测只提供给客户作参考之用，并非作为或被视为出售或购买证券或其他金融工具的邀请或向人做出邀请。本报告所载的资料、意见及推测仅反映本公司于发布本报告当日的判断，本报告所指的证券或投资标的的价格、价值及投资收入可能会波动。在不同时期，本公司可发出与本报告所载资料、意见及推测不一致的报告。客户应当考虑到本公司可能存在可能影响本报告客观性的利益冲突，不应视本报告为做出投资决策的唯一因素。本报告中所指的投资及服务可能不适合个别客户，不构成客户私人咨询建议。本公司未确保本报告充分考虑到个别客户特殊的投资目标、财务状况或需要。本公司建议客户应考虑本报告的任何意见或建议是否符合其特定状况，以及（若有必要）咨询独立投资顾问。在任何情况下，本报告中的信息或所表述的意见并不构成对任何人的投资建议。在任何情况下，本公司不对任何人因使用本报告中的任何内容所引致的任何损失负任何责任。若本报告的接收人非本公司的客户，应在基于本报告做出任何投资决定或就本报告要求任何解释前咨询独立投资顾问。本报告可能附带其它网站的地址或超级链接，对于可能涉及的开源证券网站以外的地址或超级链接，开源证券不对其内容负责。本报告提供这些地址或超级链接的目的纯粹是为了客户使用方便，链接网站的内容不构成本报告的任何部分，客户需自行承担浏览这些网站的费用或风险。开源证券在法律允许的情况下可参与、投资或持有本报告涉及的证券或进行证券交易，或向本报告涉及的公司提供或争取提供包括投资银行业务在内的服务或业务支持。开源证券可能与本报告涉及的公司之间存在业务关系，并无需事先或在获得业务关系后通知客户。本报告的版权归本公司所有。本公司对本报告保留一切权利。除非另有书面显示，否则本报告中的所有材料的版权均属本公司。未经本公司事先书面授权，本报告的任何部分均不得以任何方式制作任何形式的拷贝、复印件或复制品，或再次分发给任何其他人，或以任何侵犯本公司版权的其他方式使用。所有本报告中使用的商标、服务标记及标记均为本公司的商标、服务标记及标记。开源证券研究所上海地址：上海市浦东新区世纪大道1788号陆家嘴金控广场1号楼10层邮编：200120邮箱：research@kysec.cn深圳地址：深圳市福田区金田路2030号卓越世纪中心1号楼45层邮编：518000邮箱：research@kysec.cn北京地址：北京市西城区西直门外大街18号金贸大厦C2座9层邮编：100044邮箱：research@kysec.cn西安地址：西安市高新区锦业路1号都市之门B座5层邮编：710065邮箱：research@kysec.cn欢迎关注开源通信获取更多通信资讯","kind":"news","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}