盘后大涨!英伟达上季营收加速增长62%,季度指引再超预期,黄仁勋称“Blackwell销量远超预期”

华尔街见闻
Nov 20, 2025

在投资者持续担心企业的人工智能(AI)领域超高投入难以为继之际,AI芯片龙头英伟达送来惊喜:上一财季营收加快增长,增速重回60%以上,和数据中心的收入均创单季新高,体现AI基础设施需求持续强劲,本财季的营收料将保持60%以上的增速,再度超出华尔街预期。英伟达CEO黄仁勋在财报公告中表示,公司最新一代Blackwell架构的芯片“销量远超预期,云端GPU已售罄”,“训练和推理的计算需求持续加速增长,...

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