英伟达FY27 Q2财报简报:收入与指引双超,毛利率为什么先下行?|个人学习版 episode artwork

EPISODE · Aug 27, 2026 · 4 MIN

英伟达FY27 Q2财报简报:收入与指引双超,毛利率为什么先下行?|个人学习版

from 投研随身听 · host 慢研播客

英伟达二零二七财年第二季度收入962.2亿美元,同比增长106%,Non-GAAP EPS为2.22美元;第三季度收入指引1080亿美元,下一财年收入增长指引约70%。这期个人学习版解释强需求之下毛利率为什么可能在第四季度降至71%至72%,并跟踪供应采购承诺升至2790亿美元、应收账款周转天数升至60天、自由现金流降至21.3亿美元,以及大型客户信用担保对增长质量的影响。

Episode metadata supplied by the publisher feed · Published Aug 27, 2026

Embed this episode

Ready to play

英伟达FY27 Q2财报简报:收入与指引双超,毛利率为什么先下行?|个人学习版

0:00 4:56

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of 投研随身听?

This episode is 4 minutes long.

When was this 投研随身听 episode published?

This episode was published on August 27, 2026.

Can I download this 投研随身听 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!