智通财经APP获悉，英伟达概念股集体爆发，截至发稿，汇聚科技(01729)涨6.99%，报15.3港元；英诺赛科(02577)涨5.36%，报79.55港元；鸿腾精密(06088)涨4.28%，报5.12港元；嘉利国际(01050)涨4.74%，报2.43港元。
消息面上，周三美股盘后，英伟达(NVDA.US)再次公布了超出预期的季报。数据显示，三季度英伟达营收570亿美元，同比增长62%，超过市场预期；净利润319亿美元，同比增长65%；(GAAP)毛利率73.4%。作为英伟达最核心的营收来源，三季度数据中心业务收入创下历史纪录，达到512亿美元，同比增长66%，超过市场预期。
值得注意的是，英伟达创始人兼CEO黄仁勋在财报电话会上表示：“关于AI泡沫的说法有很多，但从我们的角度来看，情况(与互联网泡沫时期相比)截然不同。AI正在改变现有的工作负载，并没有看到AI泡沫的存在。”黄仁勋在财报中透露：“Blackwell芯片的销售远超预期，云端GPU已经全部售罄。无论是训练还是推理，算力需求都在加速增长、指数级叠加。我们已经进入了AI的良性循环期。”
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