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美股異動丨英偉達盤前跌4.5%,Q3業績預測差過買方預期
格隆匯 08-29 16:06
英偉達(NVDA.US)盤前跌4.5%報119.92美元。英偉達今日凌晨公佈業績顯示,第二季度純利錄得166億美元,同比增幅約169%,集團預料第三季度營運收入同比增長80%至325億元,高於賣分分析員預期(300至320億美元),但比買方分析員預期的330至350億美元低。天風國際分析師郭明錤便指出,英偉達營收預測看似優於賣方預期,但實際上是低於買方預期,這是造成財報後股價下跌主因之一。不過,郭明錤認為,英偉達股價表現不代表未來數月股價趨勢,又稱輝達Blackwell晶片將在第四財季貢獻收入,有助釐清投資者對GB200出貨遞延的顧慮,利好未來數月股價趨勢。

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