一、 本周总结及下周投资要点本周英伟达发布FY25Q4 财报,基本符合预期,关注后续Blackwell产能爬坡,带来盈利能力修复机会。本周英伟达发布FY25Q4 财报,营业收入393 亿美元(指引为367-383 亿美元),略超指引,同比增长78%,环比增长12%,non-GAAP 毛利率73.5%,基本符合指引,同比下降3.2pct,环比下降1.5pct。分业务线来看,数据中心营业收入356 ...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.