金吾财讯 | 英伟达业绩强劲，带动港股芯片股情绪，澜起科技(06809)涨6.80%，中芯国际(00981)涨3.79%，爱芯元智(00600)涨3.28%，英诺赛科(02577)涨2.90%，美佳音控股(06939)涨2.83%，天数智芯(09903)涨2.57%，华虹半导体(01347)涨2.41%，ASMPT(00522)涨2.18%。根据英伟达业绩，第一季度经调整每股摊薄盈利1.87美元，高于市场预期的1.76美元，同比增速达到140%。营收816.2亿美元，同比增长85%，较分析师预期高将近3.1%。其中数据中心业务的营收同比增长92%至752亿美元，较分析师预期734.8亿美元高约2.3%，较上一季所创该业务收入前纪录高21%。数据中心业务约占总营收的92%。
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