国海海外·陈梦竹 | 英伟达FY2026Q4财报电话会纪要(精译)

陈梦竹海外研究...
Feb 26

时间:(北京时间)2026 年 2月 26日(周四)6:00嘉宾:Jensen Huang (CEO), Colette Kress (CFO)【纪要内容由国海证券海外团队翻译&整理,不代表国海证券观点或立场,如果翻译稿与官网电话会议文件存在差异,请以官网文件为准】第一部分:管理层发言总结一、核心财务数据·总营收:681亿美元(同比增长73%),创历史新高。·数据中心营收:623亿美元(同比增长...

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