电子行业事项点评:英伟达FY26Q2业绩点评:AI基建CapEx持续增长,中国潜在市场或达500亿美元

信达证券
Aug 28

(以下内容从信达证券《电子行业事项点评:英伟达FY26Q2业绩点评:AI基建CapEx持续增长,中国潜在市场或达500亿美元》研报附件原文摘录)本期内容提要:FY26Q2业绩表现:英伟达第二财季收入467亿美元,YoY+56%,QoQ+6%,超出市场预期的460.6亿美元;非GAAP毛利率72.7%,YoY-3.0pct,QoQ+11.7pct,剔除H20影响后毛利率为72.3%;净利润257.8...

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