輝達市值飆2.2兆美元!AI龍頭財報亮眼,股價卻跌了? episode artwork

EPISODE · Nov 21, 2024 · 0 MIN

輝達市值飆2.2兆美元!AI龍頭財報亮眼,股價卻跌了?

from 超人行銷 · host 董正隆

輝達20日公布最新財報,營收達350.8億美元,超過分析師預期的332.5億美元,年增94%。雖然數據亮眼,但成長速度放緩,加上第四季營收預測略低於市場期待,導致盤後最終收跌1.14%。 財報顯示,輝達的AI晶片需求依舊強勁,資料中心業務營收年增112%,達308億美元,遠超市場預測的291.4億美元。遊戲產品與專業視覺化業務也分別成長15%與17%。然而,整體成長幅度已明顯放緩,相較前一季高達122%的營收增幅,這一季降至94%。 輝達預估本季營收將達375億美元,略高於分析師的預期中值371億美元,但仍不夠驚豔投資人,晶片供應問題也是挑戰之一。 儘管如此,輝達今年市值已暴增2.2兆美元,達3.61兆美元,繼續穩坐AI晶片領頭羊的位置。過去8季中,有7次財報優於市場預期,當天股價上漲機率高達62.5%。 #超人行銷    想要學習更多? 1. 請造訪超人行銷免費索取十堂網路行銷課程:https://www.isuperman.tw 2. 加LINE官方帳號好友:https://line.me/R/ti/p/%40gyx7886l

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輝達市值飆2.2兆美元!AI龍頭財報亮眼,股價卻跌了?

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