1）英伟达发布4Q25 业绩，单季度每股盈利1.62 美元，较分析师预期的1.53 美元高出5.81%，同比+82.02%；单季度营收681.27 亿美元，较分析师预期的660.03 亿美元高出3.22%，同比+73.21%。同时公司给出1Q26 780 亿美元业绩指引，超分析师预期的727.8 亿美元，整体业绩&指引双beat。但从股价看市场反应温和，我们认为主要系担心竞争格局、预期交易充分的...
Source Link1）英伟达发布4Q25 业绩，单季度每股盈利1.62 美元，较分析师预期的1.53 美元高出5.81%，同比+82.02%；单季度营收681.27 亿美元，较分析师预期的660.03 亿美元高出3.22%，同比+73.21%。同时公司给出1Q26 780 亿美元业绩指引，超分析师预期的727.8 亿美元，整体业绩&指引双beat。但从股价看市场反应温和，我们认为主要系担心竞争格局、预期交易充分的...
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