英伟达公布了75.2%的调整后毛利率，刷新近期高点，但这一令竞争对手望尘莫及的盈利能力能否持续，正面临供应瓶颈收窄、自研芯片加速崛起以及客户AI投资回报尚未兑现的多重压力。 英伟达最新季报显示，截至今年1月的季度调整后毛利率达75.2%，为2024年下半年以来最高水平，公司同时预计本季度将维持相近水平。在需求侧，超大规模AI公司今年资本支出预计合计约6500亿美元，较2025年增长约60%，英伟达...
Source Link英伟达公布了75.2%的调整后毛利率，刷新近期高点，但这一令竞争对手望尘莫及的盈利能力能否持续，正面临供应瓶颈收窄、自研芯片加速崛起以及客户AI投资回报尚未兑现的多重压力。 英伟达最新季报显示，截至今年1月的季度调整后毛利率达75.2%，为2024年下半年以来最高水平，公司同时预计本季度将维持相近水平。在需求侧，超大规模AI公司今年资本支出预计合计约6500亿美元，较2025年增长约60%，英伟达...
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