The Real Investment Show 对 $NVDA 的判断变化

2026-08-27看涨
《8-27-26 Nvidia Says the AI Boom Is Just Getting Started》
NVDA财报表现优异(营收增长106%),但受利润率及应收账款担忧影响,股价反应平淡;凭借高质量客户群和垂直整合,基本面依然强劲。

我们将简要讨论一下 Nvidia 今早发布的财报。

We're going to talk a little bit about Nvidia's earnings this morning.

这在很大程度上完全归功于 Nvidia 昨晚发布的非常出色的财报。

A lot of this is solely due to Nvidia last night. Really, really good earnings.

Nvidia 干得漂亮。让我们谈谈 Nvidia 昨晚发布的财报。营收为 96.2 billion,同比增长 106%。数据中心营收为 89 billion,同比增长 117%。

营业利润为 63.7 billion,同比增长 124%,营业利润率为 66.2%,较上一季度的 64% 有所上升。毛利率为 75%,同比增加了 260 个基点。第三季度非 GAAP 毛利率指引为 74.9%。

非 GAAP 每股收益为 $222,同比增长 120%。

Go, Nvidia. Let's talk a little bit about Nvidia's earnings last night. 96.2 billion in revenue that was up 106% year-over-year. 89 billion was up 117 uh that's uh data center revenue.

So revenue from data centers, 89 billion, that was up 117% year-over-year. Operating income was 63.7 billion, up 124% on a year-over-year basis. That was a 66.2% operating margin.

That was up from 64% last quarter. Uh gross margin 75% 260 uh basis points year-over-year. Uh GAP Q3 guided to 74.9%. And EPS non-GAAP was $222 up 120% year-over-year.