美股異動|英偉達盤後一度漲近6%,一季度業績向好,H20計提低於預期
英偉達盤後一度漲近6%。英偉達一季度營收441億美元,分析師預期432.9億美元。一季度數據中心收入391億美元,分析師預期392.2億美元。一季度電腦營收341.6億美元,分析師預期354.7億美元。一季度網絡營收49.6億美元,分析師預期34.5億美元。一季度遊戲營收37.6億美元,分析師預期28.5億美元。一季度遊戲營收同比增長42%,受到Blackwell銷售的驅動。一季度汽車銷售收入受到自動駕駛平臺銷售的驅動。一季度調整後毛利潤率71.3%,分析師預期71%。預計二季度營收441億-459億美元(即450億美元+/-2%),分析師預期455億美元。二季度業績指引體現出H20收入計提大約80億美元虧損。CFO稱,2026財年一季度H20產品銷售46億美元。第一財季發生45億美元計提(此前預計計提50億美元)。英偉達股價盤後漲幅擴大至3.6%,隨後收窄至2.7%。

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