英伟达:业绩狂热 vs 股价冰冷,宇宙第一股就此失宠?

海豚研究
Feb 26

英伟达 (NVDA.O) 北京时间 2026 年 2 月 26 日凌晨,美股盘后发布 2026 财年第四季度财报(截至 2026 年 1 月),具体内容如下:1.核心经营指标:$英伟达(NVDA.US)总收入 681 亿美元,好于上调后的买方预期(670 亿美元),其中季度环比增长 111 亿美元,基本都来自于数据中心业务中 Blackwell 量产增加的带动。本季度毛利率为 75%,环比提升 ...

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