英偉達業績超預期!數據中心收入創紀錄,預警對華收入大幅下滑,股價盤後小幅下跌
隔夜美股盤後,AI芯片巨頭英偉達發佈三季度財報,業績大幅增長,超出分析師預期,包含AI的數據中心業務營收更是創紀錄。
財報發佈後,英偉達小幅下跌,現跌1.44%。英偉達股價本月上升23%,全年升幅超過240%。

數據中心營收創紀錄
具體來看,英偉達三季度營收為181.2億美元,同比增長206%,環比增長34%,預期為162億美元。
Non-GAP下,淨利潤100.2億美元,同比增長5.88倍,環比增長49%。毛利率為75%,相比去年上升18.9個百分點。
GAAP 攤薄後每股收益為3.71美元,比去年同期增長12倍多,比上一季度增長50%。 非GAAP攤薄後每股收益為4.02美元,同比增長近6倍,環比增長49%,預期為3.37美元。

分業務來看,AI相關的數據中心營收創紀錄,達到145.1億美元,環比增長41%,同比增長279%。
目前,英偉達在AI應用芯片市場佔據主導地位。英偉達的AI芯片H100在今年早些時候開始量產,並迅速成為科技行業爭搶的寶貴資源。
本月早些時候,英偉達宣佈了其下一代主要AI芯片,名為 H200 Tensor Core GPU。該芯片計劃於明年二季度發佈,發佈後可能會創造新一波需求。
遊戲芯片業務營收為28.6億美元,環比增長15%,同比增長81%。
專業可視化業務營收為4.16億美元,環比增長10%,同比增長108%。
汽車芯片業務營收為2.61億美元,環比增長3%,同比增長4%

英偉達將將於12月28日向12月6日在冊的所有股東支付每股0.04 美元的下一季度現金股息。
預計對中國銷售額將大幅下滑
同時,英偉達對前景也很樂觀。英偉達CEO黃仁勛表示:“我們的強勁增長反映了從通用到加速計算和生成式人工智能的廣泛行業平台轉型。大型語言模型初創公司、消費互聯網公司和全球雲服務提供商是先行者,下一波浪潮正在開始形成。國家和地區通信服務提供商正在投資人工智能雲來滿足當地需求,企業軟件公司正在向其平台添加人工智能副駕駛和助理,企業正在創建定製人工智能來實現全球最大行業的自動化。”
他還表示:“英偉達GPU、CPU、網絡、AI 代工服務和英偉達 AI Enterprise 軟件都是全速增長的引擎。生成式人工智能時代正在起飛。”
展望下個季度,英偉達預計,收入為200億美元,上下浮動2%;GAAP 和非 GAAP下毛利率分別為74.5%、75.5%,上下浮動50個基點。

在聲明中,英偉達CFO Colette Kress表示,預計下季度公司對中國和其他受美國政府出口限制影響的地區的銷售額將“大幅下滑”。
不過,Kress表示,其他地區的強勁需求將“足以抵消”這一下滑。
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