Nvidia第四季度收益破紀錄，AI需求激增
Nvidia，這家領先的人工智能芯片製造商，報告了其第四季度的破紀錄收益，超出了華爾街的預期，因為對其人工智能（AI）技術的需求持續激增。該公司公佈了393億美元的收入，同比增長78%，淨收入為221億美元，較去年增長71%。這些結果超出了分析師對381億美元收入和每股0.85美元調整後收益的預測。
數據中心部門，包括Nvidia的圖形處理單元（GPU）驅動生成式AI模型，推動了大部分收入，帶來了356億美元的收入——遠高於預期的335億美元。CEO黃仁勳強調了公司Blackwell GPU系統的“驚人”需求，該系統自去年年底推出以來已經實現了數十億美元的銷售額。展望未來，Nvidia預計第一季度收入為430億美元，略高於華爾街對427億美元的預期。
儘管表現強勁，Nvidia的股票在盤後交易中略有下跌，這歸因於由於轉向更複雜和成本更高的系統而導致的毛利率略微下降。該公司的增長雖然穩健，但與前幾個季度相比有所放緩，反映了在擴展過程中保持動力的挑戰。然而，Nvidia仍然是AI市場的主導力量，佔據了全球GPU市場約95%的份額。
這份收益報告發布之際，正值市場普遍不確定性，科技股因對經濟政策和來自更便宜AI模型的競爭的擔憂而面臨壓力。Nvidia的股票在過去一個月下跌了近10%，反映了投資者的焦慮。然而，分析師仍然樂觀，平均目標價為175美元，表明有顯著的上漲潛力。隨著AI革命的持續，Nvidia在該領域的領導地位使其成為塑造未來技術的關鍵參與者。
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