Nvidia第三季度財報超預期 迎來AI時代推動成長
Nvidia近期公布的第三季度財報超出市場預期，顯示其在人工智能（AI）需求上持續增長。該公司報告了每股收益（EPS）為0.81美元，營收達到351億美元，分析師原本預期為0.74美元和332億美元。Nvidia預測第四季度營收將在375億美元上下浮動，這也超出市場4630億美元的預期。
Nvidia執行長黃仁勳表示：“AI時代已經全面啟動，推動全球轉向Nvidia計算。” 公司的數據中心業務在本季度為其貢獻了308億美元的營收，同比增長112%。而其遊戲部門的營收為33億美元，同樣超出預期。儘管業績良好，Nvidia的股價在公佈數據後仍下降了約1%。
該公司還表示，將會有更多的AI專用芯片Blackwell即將發貨，並預計需求將超過供應。根據報導，Nvidia的股票在2024年以來增長了192%。然而，面對潛在的貿易關稅風險，加上特朗普對世界各地產品的進口關稅威脅，Nvidia未來的增長依然面臨不確定性。
市場反映該消息後，亞洲股市出現下跌，尤其是受 Nvidia營收預測不如預期影響。此外，印度的Adani集團因被起訴而股價暴跌，令市場氛圍更加低迷。隨著全球市場對Nvidia的巨大影響，以及地緣政治風險的存在，投資者紛紛對未來的市場走向表示關注。
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