电子行业周报:英伟达业绩继续超预期,关注GTC大会新品发布

东海证券
Mar 02

(以下内容从东海证券《电子行业周报:英伟达业绩继续超预期,关注GTC大会新品发布》研报附件原文摘录)投资要点:电子板块观点:英伟达2026财年第四季度和全年业绩继续超市场预期,数据中心四季度营收同比增长58%,持续贡献核心增长动力;3月16日-19日的GTC大会上,英伟达或将推出Feynman平台以及整合了Groq LPU技术的全新推理芯片,建议持续关注。当前电子行业需求持续复苏,供给有效出清,...

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