英伟达Q1 EPS较预期低13%，但若剔除H20和关税影响，还较预期高3%，毛利率降至61%，但剔除H20影响后仍高于70%；因出口限制产生H20相关费用45亿美元，低于4月英伟达预估的计提55亿美元，限制出台前，当季H20销售收入46亿美元；Q2营收指引增长50%、考虑到H20收入减少影响，毛利率指引回升至72%；Blackwell Ultra预计Q2开始出货。盘后英伟达一度跳涨超5%。黄仁勋：...
Source Link英伟达Q1 EPS较预期低13%，但若剔除H20和关税影响，还较预期高3%，毛利率降至61%，但剔除H20影响后仍高于70%；因出口限制产生H20相关费用45亿美元，低于4月英伟达预估的计提55亿美元，限制出台前，当季H20销售收入46亿美元；Q2营收指引增长50%、考虑到H20收入减少影响，毛利率指引回升至72%；Blackwell Ultra预计Q2开始出货。盘后英伟达一度跳涨超5%。黄仁勋：...
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