英伟达Q4财报核心看点:2027营收、75%毛利率保卫战及中国市场展望

AI产业链研究
Feb 23

英伟达依旧是 AI 赛道无可争议的龙头,但近几周即便台积电与整个供应链交出强劲基本面数据,但股价却表现一般。这也让本周三公布的第四季度财报显得尤为关键 —— 投资者将重点审视管理层对未来几个季度的业绩指引。本文结合高盛(2 月 5 日发布)与瑞银(2 月 10 日发布)的最新前瞻报告,梳理投资者需要重点关注的核心信息。两家机构均维持看多立场,预计英伟达 Q4 业绩将超出市场一致预期:高盛预测营收将...

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