美股异动|英伟达涨近3%,Groq 3 LPX全面投产+次季业绩明日放榜

格隆汇
Aug 25
英伟达(NVDA.US)盘中一度涨近3%,最高触及214.729美元。 消息面上,英伟达宣布面向交互式AI推理的Groq 3 LPX正式全面投产。作为Vera Rubin平台的重要组成部分,Groq 3 LPX主打超低延迟Token生成。 另外,英伟达将于8月26日盘后公布2027财年第二季度业绩。机构预期2027Q2预计实现营收920.47亿美元,同比增加96.92%;预期每股收益2.061美元,同比增加90.81%。 高盛分析师James Schneider指,考量到GPU供需格局紧张,英伟达本季有望交出亮眼成绩单,业绩指引也存在可观的上调潜力。分析师团队预估,英伟达第二、第三季每股收益将分别较华尔街市场共识高出6%与12%。(格隆汇)

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