EPISODE · May 20, 2026 · 10 MIN
英伟达最新财报发布，到底值不值5.4万亿美元市值？
from 亮眼看财经
英伟达迎来大考，27财年第一季度财报正式发布，直接反映出当下全球市场的AI需求状况。从英伟达最新财报显示，营收与净利润同比增幅均超出市场预期，而且还给出了910亿美元的Q2营收指引。此外，英伟达还大幅增加回购力度与现金分红力度，反映出英伟达强劲的现金流状况。产品迭代能力的持续性、AI资本开支的增速以及业绩指引是否超预期等，都会直接影响未来AI产业链的发展前景。针对英伟达这一份财报数据，你给出多少分？英伟达最新财报发布，到底值不值5.4万亿美元市值？在这一期节目中，我们进行深入分析，欢迎收听。在小宇宙查看该单集文稿
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英伟达最新财报发布，到底值不值5.4万亿美元市值？
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