瑞财经 严明会近日,交银国际发表报告指,英伟达今年1月底止2026财年第四季收入681亿美元,高于之前指引中位数的650亿美元和市场预期。 Non-GAAP毛利率75.2%,高于之前指引中位数的75%。该行认为其中网芯片收入110亿美元,按年增超3.5倍为最大亮点。管理层指引今年4月底止2027财年首季收入780亿美元(+/-2%),指引当季Non-GAAP毛利率75%(+/-50基点)。考虑到...
Source Link瑞财经 严明会近日,交银国际发表报告指,英伟达今年1月底止2026财年第四季收入681亿美元,高于之前指引中位数的650亿美元和市场预期。 Non-GAAP毛利率75.2%,高于之前指引中位数的75%。该行认为其中网芯片收入110亿美元,按年增超3.5倍为最大亮点。管理层指引今年4月底止2027财年首季收入780亿美元(+/-2%),指引当季Non-GAAP毛利率75%(+/-50基点)。考虑到...
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