BlockBeats 消息,8 月 28 日,英伟达公布 2026 财年第二财季实现营收 467.43 亿美元,同比增长 56%,略高于分析预期的 462.3 亿美元。其中,第二财季数据中心收入为 411 亿美元,略低于分析师预期的 412.9 亿美元,且其给出的业绩指引也不够亮眼,引发市场对 AI 支出增长势头放缓的担忧。
财报公布后,英伟达盘后一度跌超 5%,美股芯片股和 AI 概念股跟随下挫,AMD、博通跌超 1%,超微电脑跌超 2%。比特币短时跌破 11.1 万美元,ETH 也承压下跌至 4482 美元。
BiyaPay 分析师表示,财报影响投资者信心和资金流向,英伟达财报或将影响美股 AI 热潮的延续,BiyaPay 多资产交易钱包将持续为用户提供全球汇款、数字货币交易及美港股投资等一站式服务,帮助投资者在复杂的市场中保持灵活应对。
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