【英伟达财报今晚公布，华尔街关注Blackwell芯片需求与DeepSeek影响】金色财经报道，英伟达将于美股周三收盘后公布第四季度财报，作为全球第二大公司，英伟达需向投资者证明其下一代Blackwell芯片需求依然强劲，且不会受到DeepSeek AI模型的冲击。分析师平均预期英伟达本季度营收将增长73%，达到382亿美元，而去年同期营收约为200亿美元。以下是华尔街对英伟达即将发布的财报的解读： 瑞穗证券分析师预计英伟达将发布“符合预期”的财报，但可能会出现“成长的烦恼”，4月季度数据中心营收可能趋于平稳。 韦德布什证券则认为英伟达将再次表现强劲并“明确超预期并上调预期”，其调查显示单个AI企业部署并未因DeepSeek而放缓。 美国银行预计英伟达2025年数据中心营收将同比增长60%，并指出3月份的GTC大会是下一个重要催化剂。 彭博情报表示，英伟达很可能达到第四季度营收预期，并在Blackwell GPU大幅增长背景下上调第一季度预期。
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