You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
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。”

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account