【天风海外】NVIDIA FY25Q4业绩点评:Blackwell量产有望加速

风研海外
15 Mar

天 风 海 外 团 队NVIDIA FY25Q4业绩点评:Blackwell量产有望加速事件:营收与利润再创新高2024年四季度收入为393亿美元,同比增长78%,环比增长12%,超越彭博一致预期(382亿美元);GAAP毛利率为73%,符合彭博一致预期;净利润为221亿美元,超越彭博一致预期(198亿美元),GAAP净利润率为56.2%;GAAP每股收益为0.89美元,同比增长82%,环比增长...

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