事项:2025 年2 月27 日NVIDIA 发布FY2025Q4 报告,FY2025Q4 截止至2025 年1月26 日,并召开业绩说明会。评论:1. 业绩情况:(1)营收393 亿美元(YoY+78%,QoQ+12%),显著高于市场预期的382 亿美元及公司指引的375±2%亿美元,主要受益于数据中心业务的持续爆发(Q4 数据中心收入356 亿美元,YoY+93%),其中B 系列贡献收入约...
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