谁在接替英伟达暴涨?

硅基研究室
Feb 26

文 | kiki美国加州圣塔克拉拉总部的99 Chicken炸鸡店里,63岁的英伟达创始人黄仁勋在大摆生日庆生宴后,继续着自己的AI狂飙。单从最新季度的财报业绩来看,确实如此。英伟达2026财年第四季度财报(截至2026年1月25日)显示,该季度营收681亿美元,同比增长73%;毛利率环比提升1.6个百分点,回升至75%的水平。分业务看,占比超九成的数据中心业务同比增长75%,环比增加111亿美元...

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