【华西计算机】英伟达业绩指引强劲,坚定看好算力主线

华西研究
03 Jun

“华西研究”小程序全面升级!专业研值,一镜到底!华西计算机本周观点:英伟达北京时间5月29日凌晨发布 2026财年第一季度财报, 2026财年第一季度英伟达数据中心业务实现营收391.1亿美元,同比增长73.3%。数据中心业务仍然是公司的最大关注点,本季度增长主要是由Blackwell产品的推动。由于美国政府近期相关出口管制措施,用于对华销售的H20芯片需求减少,英伟达在该季度因过剩库存和采购义务...

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