(以下内容从山西证券《通信周跟踪:英伟达财报加速GB200出货预期,算力互联行动计划发布》研报附件原文摘录)投资要点行业动向:1)英伟达发布FY26Q1财报,Blackwell加速出货弥补了H20收入损失,网络恢复环比增长。英伟达最新财季收入达到440亿美元,同比增长69%,其中数据中心收入达到390亿美元,同比增长73%。由于美国政府对H20的政策转变,英伟达在第一季度无法交付25亿美元的H20...
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