【英伟达财报超预期 AI算力景气仍处高位】英伟达最新财报再次成为观察全球AI产业链景气度的重要窗口。当地时间8月26日，英伟达发布2027财年第二季度财报，季度营收为962.21亿美元，同比增长106%，其中数据中心业务收入为890.23亿美元，同比增长117%。公司管理层预计，2028财年营收有望同比增长约70%，CPU业务收入将同比增长1倍以上。财报发布后，英伟达股价由跌转涨，并带动全球科技股整体回暖。作为当前AI算力产业链核心厂商，英伟达的业绩不仅反映GPU需求，也牵动服务器CPU、网络、存储、数据中心建设乃至模型和应用生态。从本次财报及近期产业动作来看，AI基础设施仍处高景气阶段，市场关注点正由单一算力需求转向产业链扩张、投资回报和下一轮竞争格局等。
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