==> 1 ok
==> 2 ok
==> 3 ok
==> 4 ok
==> 5 ok
==> 6 ok
==> 7 ok
==> 8 ok
==> 9 ok
==> 10 ok
==> 11 ok
==> 12 ok
==> 13 ok
==> 14 ok
==> 15 ok
==> 16 ok
==> 17 ok
==> 18 ok
==> 19 ok
==> 20 ok
==> 21 ok
==> 22 ok
==> 23 ok
==> 24 ok
==> 25 ok
==> 26 ok
==> 27 ok
==> 28 ok
==> 29 ok
==> 30 ok
==> 31 ok
==> 32 ok
==> 33 ok
==> 34 ok
==> 35 ok
==> 36 ok
==> 37 ok
==> 38 ok
==> 39 ok
==> 40 ok
==> 41 ok
==> 42 ok
==> 43 ok
==> 44 ok
==> 45 ok
==> 46 ok
==> 47 ok
==> 48 ok
==> 49 ok
==> 50 ok
==> 1 ok
==> 2 ok
==> 3 ok
==> 4 ok
==> 5 ok
==> 6 ok
==> 7 ok
==> 8 ok
==> 9 ok
==> 10 ok
==> 11 ok
==> 12 ok
==> 13 ok
==> 14 ok
==> 15 ok
==> 16 ok
==> 17 ok
==> 18 ok
==> 19 ok
==> 20 ok
==> 21 ok
==> 22 ok
==> 23 ok
==> 24 ok
==> 25 ok
==> 26 ok
==> 27 ok
==> 28 ok
==> 29 ok
==> 30 ok
==> 31 ok
==> 32 ok
==> 33 ok
==> 34 ok
==> 35 ok
==> 36 ok
==> 37 ok
==> 38 ok
==> 39 ok
==> 40 ok
==> 41 ok
==> 42 ok
==> 43 ok
==> 44 ok
==> 45 ok
==> 46 ok
==> 47 ok
==> 48 ok
==> 49 ok
==> 50 ok
本站 2 月 27 日消息,英伟达今日发布财报预计第一季度收入将大幅增长,继续显示出 AI 芯片需求的强劲势头,同时称其新款 Blackwell 半导体的订单量“令人惊叹”。
不过,英伟达对当前季度毛利率的预测略低于市场预期,原因是 Blackwell 芯片的扩产对利润产生了一定压力。其预计第一季度毛利率将降至 71%,低于华尔街预期的 72.2%。
首席执行官黄仁勋表示:“Blackwell 的需求真是惊人,我们已成功实现 Blackwell AI 超算的大规模生产,并在第一季度创下了数十亿美元的销售额。”
英伟达第四季度的 Blackwell 相关产品收入达到 110 亿美元(本站备注:当前约 798.13 亿元人民币),占公司整体数据中心收入的约 50%。
该公司首席财务官 Kress 进一步表示,随着英伟达加大 Blackwell 芯片的生产,公司将逐步降低成本并提高毛利率,预计公司将在本财年晚些时候恢复到中 70% 的毛利率。
英伟达预计第一季度收入为 430 亿美元(当前约 3119.97 亿元人民币),误差范围为 ±2%,高于分析师平均预期的 417.8 亿美元。