共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元_老虎社区_美港股上老虎

共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元

智通财经05-13

随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为...

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不爱吃豆角
·05-13
老是对达子超预期期待，这帮老6，成绩稍微一点点没到都不行
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roseking
·05-13
升级版的五粮液，库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了
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收起
- YAN_:
  1
  05-23
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老当益壮铁树开花
·05-13
无暴涨不崩盘
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Wall Street locks in Nvidia's (NVDA.US) Q1 earnings report ahead of schedule, \"crushing\" beats expectations, and the target price reaches as high as $315","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/718d7155136fbdd836ae5546db420d1d","symbols_score_info":{"NVDW":0.6,"NVD":0.6,"TSLA":0.6,"NVD3.UK":0.6,"NVDO":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDD":0.6,"META":0.6,"NVDU":0.6,"NVDX":0.6,"NVD2.UK":0.6,"DIPS":0.6,"NVDB":0.6,"NVIW.SI":0.6,"NVDY":0.6,"AAPL":0.6,"GOOG":0.6,"MSFT":0.6,"2NVD.UK":0.6,"AMZN":0.6,"NVDL":0.6,"NVDS.UK":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVDA":1.98,"ANV":0.6},"content_text":"随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。风险与估值：高门槛下的重估可能尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport,preview","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":563775481595280,"gmtCreate":1778674834466,"gmtModify":1778676297742,"author":{"id":"4186536620018842","authorId":"4186536620018842","name":"不爱吃豆角","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"4186536620018842","authorIdStr":"4186536620018842"},"htmlText":"老是对达子超预期期待，这帮老6，成绩稍微一点点没到都不行","listText":"老是对达子超预期期待，这帮老6，成绩稍微一点点没到都不行","text":"老是对达子超预期期待，这帮老6，成绩稍微一点点没到都不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563775481595280","repostId":2635203249,"repostType":2,"repost":{"id":"2635203249","kind":"news","pubTimestamp":1778657111,"share":"https://www.laohu8.com/m/news/2635203249?lang=zh_CN&edition=full","pubTime":"2026-05-13 15:25","market":"us","language":"zh","title":"共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635203249","media":"智通财经","summary":"业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。","content":"<html><head></head><body><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到<a href=\"https://laohu8.com/S/GS\">高盛</a>，再到Susquehanna和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。</p><p><strong>业绩预期：共识只是起点，巨额上修成常态</strong></p><p>市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。</p><p>事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。</p><p>花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。</p><p>花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”</p><p>花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”</p><p>Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。</p><p>Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。</p><p>该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。</p><p>富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。</p><p>具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。</p><p>Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。</p><p><strong>风险与估值：高门槛下的重估可能</strong></p><p>尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。</p><p>高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。</p><p>不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。</p></body></html>","source":"stock_zhitongcaijing","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\" 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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共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 15:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1441118.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441118.html\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) 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(USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1441118.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635203249","content_text":"随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。风险与估值：高门槛下的重估可能尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。","news_type":1,"symbols_score_info":{"NVDW":0.6,"NVD":0.6,"TSLA":0.6,"NVD3.UK":0.6,"NVDO":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDD":0.6,"META":0.6,"NVDU":0.6,"NVDX":0.6,"NVD2.UK":0.6,"DIPS":0.6,"NVDB":0.6,"NVIW.SI":0.6,"NVDY":0.6,"AAPL":0.6,"GOOG":0.6,"MSFT":0.6,"2NVD.UK":0.6,"AMZN":0.6,"NVDL":0.6,"NVDS.UK":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVDA":1.98,"ANV":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":563735978477176,"gmtCreate":1778665235156,"gmtModify":1778665238094,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"htmlText":"升级版的五粮液，库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了","listText":"升级版的五粮液，库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了","text":"升级版的五粮液，库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563735978477176","repostId":2635203249,"repostType":2,"repost":{"id":"2635203249","kind":"news","pubTimestamp":1778657111,"share":"https://www.laohu8.com/m/news/2635203249?lang=zh_CN&edition=full","pubTime":"2026-05-13 15:25","market":"us","language":"zh","title":"共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635203249","media":"智通财经","summary":"业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。","content":"<html><head></head><body><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到<a href=\"https://laohu8.com/S/GS\">高盛</a>，再到Susquehanna和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。</p><p><strong>业绩预期：共识只是起点，巨额上修成常态</strong></p><p>市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。</p><p>事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。</p><p>花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。</p><p>花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”</p><p>花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”</p><p>Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。</p><p>Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。</p><p>该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。</p><p>富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。</p><p>具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。</p><p>Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。</p><p><strong>风险与估值：高门槛下的重估可能</strong></p><p>尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。</p><p>高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。</p><p>不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。</p></body></html>","source":"stock_zhitongcaijing","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>共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元</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; 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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共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 15:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1441118.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441118.html\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) 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Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。风险与估值：高门槛下的重估可能尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。","news_type":1,"symbols_score_info":{"NVDW":0.6,"NVD":0.6,"TSLA":0.6,"NVD3.UK":0.6,"NVDO":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDD":0.6,"META":0.6,"NVDU":0.6,"NVDX":0.6,"NVD2.UK":0.6,"DIPS":0.6,"NVDB":0.6,"NVIW.SI":0.6,"NVDY":0.6,"AAPL":0.6,"GOOG":0.6,"MSFT":0.6,"2NVD.UK":0.6,"AMZN":0.6,"NVDL":0.6,"NVDS.UK":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVDA":1.98,"ANV":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":567124534819736,"gmtCreate":1779496026488,"gmtModify":1779497613986,"authorId":3584232449752304,"author":{"id":3584232449752304,"idStr":"3584232449752304","authorId":3584232449752304,"name":"YAN_","avatar":"https://static.tigerbbs.com/338aaf1398e851a117e0f5a4306b63a5","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563735978477176,"type":1,"supId":0,"prevId":0,"content":"1","text":"1","html":"1"}],"langContent":"CN"},{"id":563720808736560,"gmtCreate":1778661541482,"gmtModify":1778661544037,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","vip":1,"crmLevel":3,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"htmlText":"无暴涨不崩盘","listText":"无暴涨不崩盘","text":"无暴涨不崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563720808736560","repostId":2635203249,"repostType":2,"repost":{"id":"2635203249","kind":"news","pubTimestamp":1778657111,"share":"https://www.laohu8.com/m/news/2635203249?lang=zh_CN&edition=full","pubTime":"2026-05-13 15:25","market":"us","language":"zh","title":"共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635203249","media":"智通财经","summary":"业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。","content":"<html><head></head><body><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到<a href=\"https://laohu8.com/S/GS\">高盛</a>，再到Susquehanna和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。</p><p><strong>业绩预期：共识只是起点，巨额上修成常态</strong></p><p>市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。</p><p>事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。</p><p>花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。</p><p>花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”</p><p>花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”</p><p>Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。</p><p>Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。</p><p>该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。</p><p>富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。</p><p>具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。</p><p>Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。</p><p><strong>风险与估值：高门槛下的重估可能</strong></p><p>尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。</p><p>高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。</p><p>不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。</p></body></html>","source":"stock_zhitongcaijing","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>共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元</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; 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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共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 15:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1441118.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441118.html\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) 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(USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1441118.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635203249","content_text":"随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。风险与估值：高门槛下的重估可能尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。","news_type":1,"symbols_score_info":{"NVDW":0.6,"NVD":0.6,"TSLA":0.6,"NVD3.UK":0.6,"NVDO":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDD":0.6,"META":0.6,"NVDU":0.6,"NVDX":0.6,"NVD2.UK":0.6,"DIPS":0.6,"NVDB":0.6,"NVIW.SI":0.6,"NVDY":0.6,"AAPL":0.6,"GOOG":0.6,"MSFT":0.6,"2NVD.UK":0.6,"AMZN":0.6,"NVDL":0.6,"NVDS.UK":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVDA":1.98,"ANV":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":7,"commentSize":3,"repostSize":4,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}