整体业绩 - FY25Q2 营收和净利润持续提升，Hopper GPU 计算平台强劲需求驱动数据中心业务营收破百亿美元 [8][9][10] - FY25Q2 数据中心业务成为营收增长的核心驱动力，收入同比高增154%,环比增长16% [13][14] - 游戏、专业可视化和汽车业务收入也实现环比增长 [12] AI算力需求和供给 - AI算力产业链高景气持续,云厂商持续加大投入,大模型性能升级提振长期需求 [21][22][23][24][25][26] - CoWoS产能持续扩张,HBM3E量产在即,助力Blackwell平台量产出货 [28][29][30][31] Blackwell平台 - Blackwell生产延期问题可控,预计FY25Q4出货并贡献数十亿美元营收 [32][33] - Blackwell家族产品类型丰富,机架通过解耦式交付实现灵活和定制化部署 [33][34][35][36][37][38][39] 其他应用场景 - SIGGRAPH大会上英伟达发布NIM和Omniverse,赋能工业、机器人、营销等多应用场景 [40][41][42][43][44][45][46] 盈利预测和估值 - 我们上调英伟达FY2025-FY2027年GAAP净利润预测,维持"买入"评级 [47][48]

文章核心观点 - Nvidia (NVDA)股价已经触及重要支撑位,从技术面来看可能是一个不错的股票选择[1] - NVDA股价已经突破20日移动平均线,表明短期内呈现上涨趋势[1] - 从盈利预测修正来看,NVDA的基本面也在改善,未来有望继续上涨[2] 行业分析 - 20日移动平均线是一个常用的投资工具,能反映较短期内的股价走势,有助于识别趋势反转信号[1] - 一般来说,股价上破20日线表示短期趋势向好,股价跌破20日线则可能意味着下跌趋势[1] 公司分析 - 过去4周NVDA股价已经上涨11.3%,目前为止公司评级为持有评级[1] - 从盈利预测修正来看,NVDA当前财年的预测已经有7次上调,没有下调,预测也有所上升[2] - 综合公司的技术面和基本面因素,NVDA未来有望继续上涨[2]

Did you analyze how Nvidia (NVDA) fared in its international operations for the quarter ending July 2024? Given the widespread global presence of this maker of graphics chips for gaming and artificial intelligence, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being ...

文章核心观点 - NVIDIA公司第二财季营收达300亿美元,同比增长122%,超出公司自身的280亿美元指引,主要得益于数据中心业务的强劲表现[1] - NVIDIA数据中心业务同比增长154%,主要得益于其Hopper GPU计算和网络平台的强劲需求[1] - NVIDIA正在开发的Blackwell GPU平台有望进一步推动公司在AI市场的竞争优势[4] 根据相关目录分别进行总结 NVIDIA数据中心业务 - NVIDIA数据中心业务营收达263亿美元,占总营收的大部分,同比增长154%[1] - 这得益于人工智能技术需求的爆发性增长,尤其是生成式AI工具如ChatGPT的兴起,推动企业大幅投资AI技术[2][3] - NVIDIA的Hopper GPU架构已经获得了广泛应用,而即将推出的Blackwell平台有望进一步提升公司在AI市场的地位[4] NVIDIA Blackwell GPU平台 - NVIDIA的Blackwell GPU平台将整合GPU、CPU、DPU、NVLink和网络芯片,并由NVIDIA的统一计算架构软件驱动[4] - 该平台有望在AI能力方面实现革命性突破,NVIDIA预计到2025财年末将从中获得数十亿美元收入[4] - 但Blackwell的量产时间可能推迟至2025年第四季度,而非原定的2024年,这可能影响NVIDIA的近期业绩[5] NVIDIA股票估值 - NVIDIA股价今年已上涨141.1%,远超行业平均水平和主要竞争对手[7][8] - 但公司当前的市盈率已达19.81倍,明显高于行业平均水平和竞争对手[8] - 这可能意味着NVIDIA股票目前已被高估,新投资者可能需要等待更合适的入场时机[10]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

As signs keep appearing that the artificial intelligence (AI) hype could be at its final stretch, the sector’s crowned ruler, Nvidia (NASDAQ: NVDA), might lead the declines in the upcoming bear market, at least according to one renowned trading analyst, who has outlined Nvidia stock’s future path.Indeed, trading expert Alan Santana has pointed out the “great fight that has been going on for decades when it comes to approaching the markets,” which is between fundamental analysis (FA) and technical analysis ( ...

Toronto , Canada - 20 June 2024; Andrew Feldman, Co-Founder & CEO, Cerebras Systems; on Machine ... [+] Stage on day three of Collision 2024 at the Enercare Centre in Toronto, Canada. (Photo By Ramsey Cardy/Sportsfile for Collision via Getty Images)Sportsfile via Getty ImagesNvidia stock fell last month after forecasting a fall in its revenue growth rate, according to an August Forbes post.The AI chip designer dominates the fast-growing market for such chips with more than 80% of the market. So, Nvidia’s sl ...

报告公司投资评级 - 维持"买入"评级 [2] 报告的核心观点 需求端 - CPU 云向 GPU 云的转变趋势持续,下一代模型的算力需求或为当前的 10-20 倍 [1] - 推理需求侧,过去 4 个季度推理业务贡献了数据中心超过 40%的收入 [1] - 训练需求侧,公司预计下一代 AI 模型对于算力的需求是现在的 10-20 倍 [1] - 数据中心业务收入中,约有 45%来自云服务提供商,而超过一半的收入来自于消费互联网和企业级客户 [1] 供给端 - H200 实现大规模生产,Blackwell 预计 4 季度量产 [1] - H 架构增长强劲,H200 内存带宽提升超 40% [1] - Blackwell 预计将在四季度量产、并有望在当季实现数十亿美元的收入,其供不应求的状况将持续至下一财年 [1] 财务数据总结 - 2025-2027 财年公司收入将达 1249/1588/1912 亿美元,同比增长 105%/27%/20% [2] - 2025-2027 财年 non-GAAP 净利润 691/881/1059 亿美元,同比增长 114%/28%/20% [2] - 2025 财年营业收入 124,934 百万美元,同比增长 105.1% [5][7] - 2025 财年 non-GAAP 净利润 69,065 百万美元,同比增长 114% [5][7] - 2025 财年毛利率 75.4%,较 2024 财年提升 2.7 个百分点 [5][7]

As Nvidia (NASDAQ: NVDA) continues its stellar growth, concerns are rising that the artificial intelligence (AI) hype, which has affected various sectors in recent years, from healthcare to finance, retail to manufacturing, and beyond, has finished its rally and could be nearing its final days.Indeed, Nvidia’s recent earnings report highlighted its exceptional results, surpassing $30 billion in sales for the first time ever for the three-month period through July and gaining 122% compared to the year before ...