Nvidia第四季度業績強勁，AI產品需求激增
Nvidia報告了強勁的第四季度業績，這主要得益於其人工智能（AI）產品的需求激增。公司宣布收入為393.3億美元，同比增長78%，超過了華爾街估計的380.5億美元。調整後的每股收益為89美分，超過了預期的84美分。在整個財政年度，Nvidia的收入飆升114%至1305億美元，淨收入達到729億美元，同比增長145%。
公司的數據中心業務，包括其專注於AI的圖形處理單元（GPU），佔總收入的91%，在該季度產生了356億美元的收入，同比增長93%。Nvidia CEO黃仁勳強調了公司下一代Blackwell AI芯片的“驚人”需求，預計這些芯片將在2025年第一季度實現顯著的銷售增長。CFO Colette Kress指出，Blackwell代表了Nvidia歷史上最快的產品增長，大型雲服務提供商推動了約50%的數據中心收入。
儘管業績強勁，Nvidia的毛利率略微下降至73%，這歸因於向更複雜和更高成本的數據中心系統過渡。公司還對2025年第一季度提供了樂觀的指引，預計收入約為430億美元，上下浮動2%，而華爾街的估計為417.8億美元。
在業績發布後，Nvidia的股票在延長交易中保持平穩，投資者權衡了公司的強勁增長與對增長勢頭放緩的擔憂。分析師對Nvidia仍然普遍看好，平均目標價為178.56美元，暗示有36%的上漲潛力。公司繼續主導AI芯片市場，其GPU為大多數生成式AI模型提供動力，預計隨著AI基礎設施需求的增長，將保持其領導地位。
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