英伟达的增长与落差

北京商报
Aug 28

“全球股王”英伟达最新发布的第二财季财报显示,公司营收和营业利润再创纪录,销售额同比飙升56%。但这实际上是英伟达两年多来增长最慢的一次。市场的共识是,在经过了爆炸性增长后,英伟达进入了一个增长相对放缓的“新常态”。这个“新常态”看起来还算稳健,但在被AI热潮裹挟的市场里,即便是这艘行业巨轮,也难免被波浪冲击。数据中心增速放缓美东时间8月27日美股盘后,英伟达发布2026财年第二季度财报。第二季度...

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