(以下内容从山西证券《通信行业周跟踪:阿里云财报CAPEX超预期,国产算力超节点爆发正当时》研报附件原文摘录)投资要点行业动向:1)英伟达财报继续引领全球算力投资情绪,网络收入强劲环比增长带来光模块乐观预期。上周,英伟达发布2026财年第二季度财报,公司第二财季营收达到467亿美元,同比增长56%,核心引擎数据中心业务收入达411亿美元,同比增长56%。在基数已经较大的基础上,英伟达仍然实现了略超...
Source Link(以下内容从山西证券《通信行业周跟踪:阿里云财报CAPEX超预期,国产算力超节点爆发正当时》研报附件原文摘录)投资要点行业动向:1)英伟达财报继续引领全球算力投资情绪,网络收入强劲环比增长带来光模块乐观预期。上周,英伟达发布2026财年第二季度财报,公司第二财季营收达到467亿美元,同比增长56%,核心引擎数据中心业务收入达411亿美元,同比增长56%。在基数已经较大的基础上,英伟达仍然实现了略超...
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