當你以為AI教主老黃沒辦法更誇張時，Nvidia 開個更誇張的財報展望給你 @IEObserve 國際經濟觀察

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IEObserve 國際經濟觀察 | United States America (US)

Create: 2023-08-23 Update: 2025-07-08 23:11:03

當你以為AI教主老黃沒辦法更誇張時，Nvidia 開個更誇張的財報展望給你

$NVDA 營收年增101%至135億，遠超預期的110億，Q3的財測開得更誇張到165億，年增169%，遠超預期的124億。毛利率預計在72%。

Q2 毛利率71.2%超預期的69%，營業利潤77.7億年增155%，淨利年增422%， EPS $2.7 超預期的 $2.09。

Data Center 營收年增 171％至103億，Gaming 年增22%至24.8億。Auto 汽車年增15%至2.5億。

Nvidia預計明年每一季的GPU供應都會增加，GPU的需求正在加速。正在用GPU印鈔的 Nvidia 批准新的250億股票回購

更多最新訊息可以追蹤IEO的Twitter/X https://twitter.com/IEObserve/status/1694452531110535199?s=20

IEObserve 國際經濟觀察

當你以為AI教主老黃沒辦法更誇張時，Nvidia 開個更誇張的財報展望給你

$NVDA 營收年增101%至135億，遠超預期的110億，Q3的財測開得更誇張到165億，年增169%，遠超預期的124億。毛利率預計在72%。

Q2 毛利率71.2%超預期的69%，營業利潤77.7億年增155%，淨利年增422%， EPS $2.7 超預期的 $2.09。

Data Center 營收年增 171％至103億，Gaming 年增22%至24.8億。Auto 汽車年增15%至2.5億。

Nvidia預計明年每一季的GPU供應都會增加，GPU的需求正在加速。正在用GPU印鈔的 Nvidia 批准新的250億股票回購

更多最新訊息可以追蹤IEO的Twitter/X https://twitter.com/IEObserve/status/1694452531110535199?s=20

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IEObserve 國際經濟觀察

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