NVDA Q1 速览：营收 +73%、EPS 超预期 5%，但藏着 21% 真超预期_老虎社区_美港股上老虎 - 老虎社区

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NVDA Q1 速览：营收 +73%、EPS 超预期 5%，但藏着 21% 真超预期

观象咨询
05-21

$英伟达(NVDA)$ FY27 Q1 财报（5/20 AMC），3 个核心层面：

📊 数字层

- 营收 $68.13B (+73.2% YoY)

- EPS $1.62 vs $1.54 预期 (+5.2%)

- FCF $34.9B (+124% YoY)

📊 会计层（关键）

- 含 $7.4B 非经常性减值（Blackwell 换代 Hopper）

- 按 24B 股本、税后 70% 测算 → 影响 EPS $0.22-0.24

- 真实 EPS ≈ $1.86，超预期 ~21%（头条 4 倍）

📊 估值层（AlphaSeeker）

- FY26 EPS $9.15 × PE 30-40x = $274.5 - $366.0

- 当前 $223 距下沿 +23%、上沿 +64%

- RSI 69.8 偏高 + Feb 25 财报后跌 5.46% 历史

👉 你的选择：

A) 跟模型站多，盘后任何调整都是加仓机会

B) 等 RSI 回到 60 以下再下手，错过一点收益换确定性

模型详情 https://alpha-seeker.cn/t

声明：本文不构成投资建议。

# 英伟达财报超预期！绩后下跌有上车机会吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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