通信设备Ⅲ:英伟达FY26Q1财报强劲 算力需求仍被低估

长江证券股份有...
Jun 03, 2025

事件描述英伟达发布2026 财年第一季度报告,FY26Q1 实现营业收入440.6 亿美元,同比+69.2%,环比+12.0%;实现归母净利润187.8 亿美元,同比+26.2%。事件评论英伟达FY26Q1 财报表现良好,数据中心/游戏业务高增。FY26Q1 英伟达实现营业收入440.6 亿美元,同比+69.2%;实现归母净利润187.8 亿美元,同比+26.2%。分业务来看,FY26Q1 ...

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