英偉達上個財季營收下滑21%，一財季收入指引優於預期，股價大漲近9%
當地時間2月22日，芯片巨頭英偉達公佈了上個財年財報和一季度指引。財報顯示，上個財季，英偉達營收60.5億美元，高於分析師預期的60.2億美元，同比下滑21%；上個財年，營收269.7億美元。
英偉達預計，第一財季收入65.0億美元正負2%，高於分析師預期的63.5億美元。
財報發佈後，英偉達美股盤後漲近9%。今年以來，儘管芯片行業週期下行，但英偉達卻成為了費城證券交易所半導體指數中表現最好的股票，該股年內累計上漲了41.63%。
第四財季營收下滑21%
具體來看，上個財季，英偉達營收下降21%，至60.5億美元，這是該公司收入在13個季度內的第二次下滑。每股收益0.88美元，分析師預期0.81美元。
分業務來看，數據中心（含AI）收入36.2億美元，預期38.6億美元，同比增長11%；遊戲收入18.3億美元，預期16億美元，同比下滑46%；專業可視化收入2.26億美元，預期1.95億美元，同比下滑65%；汽車和機器人收入2.94億美元，預期2.67億美元，同比上升17%。
全財年來看，英偉達營收269.7億美元，略高於2022財年的269.1億美元；每股收益3.34美元，同比下降25%。
AI帶來新增長點
行業下行週期背景下，即使是巨頭也難以逆轉。英偉達的這份財報並未很亮眼，但績後公司股價卻表現較好，這或許可以歸因於近期人工智能（AI）大火，公司也在財報和電話會議上多次提及相關業務。
英偉達首席執行官黃仁勛在財報電話會議上表示：“人工智能正處於一個轉折點，為廣泛應用於各個行業奠定了基礎。從初創企業到大型企業，我們看到人們對生成性AI的興趣正在提升。”
華爾街認為，隨着對OpenAI的ChatGPT、微軟的Bing和谷歌的Bard等AIGC平台的爆發，英偉達將存在新的潛在增長機會。人工智能平台需要巨大的處理能力，英偉達的顯卡非常適合此類應用。
英偉達還宣佈公司現在正提供AI雲服務，正在與甲骨文、微軟和谷歌合作，通過簡單的瀏覽器訪問，提供使用Nvidia GTX進行人工智能處理的能力。
英偉達CFO Collette Kress也表示：“這是一個巨大的機遇，將推動數據中心的強勁增長，這一增長將在全年加速。”
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