Nvidia (NVDA -3.22%) once again showed that it is the company most benefiting from the artificial intelligence (AI) infrastructure build-out, as it continued to show astronomical revenue growth in fiscal 2025's Q3 (ended Oct. 27, 2024). And in a truly incredible feat (despite its huge size), the company generated more in profits this quarter than it generated in revenue in the year-ago quarter. That is just something you do not see often with large companies.While the stock price did not soar on this latest ...

In just a few years, Nvidia (NVDA -3.22%) has accomplished a lot. The company went from primarily serving the video-gaming market with its chips and generating less than $5 billion in annual revenue to a position as artificial intelligence (AI) chip leader. This dominance is helping Nvidia bring in more revenue in just one quarter than it used to generate in a whole year. Revenue climbed 94% to a record of more than $35 billion in the recent three-month period.On top of this, Nvidia has scored other wins, s ...

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. ...

公司业绩 - 英伟达股票自2023年初以来上涨10倍市值超3.5万亿美元 [2] - 2025财年第三季度总营收同比增长94%达351亿美元超预期的331亿美元数据中心营收增长112%达308亿美元 [4] - 按GAAP计算运营收入增长110%至219亿美元调整后每股收益从0.4美元飙升至0.81美元高于预期的0.75美元 [5] - 公司预计第四季度营收将增长70%达375亿美元尽管需求远超供应 [12] 公司竞争地位 - 尽管AMD和英特尔推出竞品但难以撼动英伟达在AI芯片领域的主导市场份额AMD财报令人失望且本月宣布裁员英特尔股价触及20年低点后开始大规模重组 [8] - 目前公司增长的关键制约在供应侧CEO称采用新Blackwell架构的GPU需求疯狂CFO称每个客户都在争着抢先上市管理强调Blackwell应用和客户基础广泛合作伙伴生态庞大 [8] 公司前景 - 英伟达在AI革命中仍处于主导地位股票看起来仍值得买入 [14] - 基于其运行率每股收益股票市盈率为45相对于其增长率股票看起来没有被高估 [13]

Nvidia (NVDA -3.22%) is firing on all cylinders, and management is forecasting that the good times will continue.*Stock prices used were the afternoon prices of Nov. 20, 2024. The video was published on Nov. 22, 2024. ...

文章核心观点 - 无明确与公司或行业相关的核心观点 [1] 相关目录总结 - 无相关内容可总结

Numerous growth drivers and strong tailwinds should combine to drive this artificial intelligence (AI) pioneer higher.A lot of ink has been spilled about the potential for artificial intelligence (AI), and with good reason. Since the dawn of AI early last year, companies have been flocking to the technology, which promises to streamline processes, create original content of all stripes, and dramatically increase productivity. The potential has businesses ponying up to reap the windfall of AI, and spending i ...

The Dow Jones Industrial Average (^DJI 0.97%) is a price-weighted index that tracks 30 U.S. companies. While inclusion is not based on strict rules, the index committee tends to select stocks that have three qualities: an excellent reputation, sustained growth, and widespread interest among investors.On Nov. 8, semiconductor company Nvidia (NVDA -3.22%) did something it has never done before: It joined the Dow Jones Industrial Average. Sherwin-Williams was added to the index at the same time, while chipmake ...

Nvidia公司 - Nvidia季度业绩优异营收和盈利增长显著盈利较上年同期增长106.3%至193.7亿美元营收同比增长93.6%至350.8亿美元[1] - 尽管业绩出色但市场反应冷淡其市值达3.59万亿美元超过苹果和微软投资者对其此次业绩指引升级反应平淡因习惯了更大幅度的指引升级[5] - 过去一年Nvidia股价上涨191.3%表现远超Zacks科技板块标普500指数和Magnificent 7集团[6] 零售行业 - 截至11月22日周五标准普尔500指数中的34家零售公司已有29家公布了第三季度业绩总营收较去年同期增长5.6%盈利增长12.8% 58.6%的公司每股收益超出预期仅51.7%的公司营收超出预期[10] - 与历史数据相比该行业在第三季度难以超出预期特别是每股收益超出预期的比例低于20个季度以来的低点[13] - 亚马逊已公布第三季度业绩营收增长11%盈利增长71.6%超出预期[14] 标准普尔500指数相关 - 截至11月22日周五已有476家标准普尔500指数成员公布了第三季度业绩占指数总成员的92.2%总营收较去年同期增长5.5%盈利增长8.1% 73.7%的公司每股收益超出预期61.8%的公司营收超出预期同时达到这两项的公司比例为51.1%[17][18] - 能源行业拖累了整体增长速度其第三季度营收较去年同期下降2.7%盈利下降22.9%若排除能源行业的拖累标准普尔500指数第三季度营收将增长6.3%盈利将增长10.6%[20] - 科技行业推动了整体盈利增长若排除科技行业的贡献标准普尔500指数其余部分第三季度盈利仅增长2.9%若排除Magnificent 7集团的贡献其余493家成员第三季度盈利仅增长2.4%[30] - 预计2024年第四季度标准普尔500指数总营收较去年同期增长4.9%盈利增长7.7%与第三季度财报季开始前不同第四季度的预期保持得较好[31][32] - 预计标准普尔500指数今年盈利增长7.9%若排除能源行业则增长9.9% 2025年和2026年将实现两位数的盈利增长[34][35]

公司财报相关 - NVIDIA公司在最新季度报告中的销售额和收益好于预期其营收从一年前的18.1亿美元跃升至35.1亿美元涨幅达94%每股收益（EPS）为0.81美元较一年前增长103%[1] - 公司营收超出华尔街预期数据中心业务三季度营收达30.8亿美元较一年前增长112%[2] 产品需求相关 - 公司CEO承认其Superchips及相关硬件需求强劲尤其是Hopper芯片且预计明年对Hopper芯片需求持续高涨[2] - 除了Hopper芯片对下一代Blackwell芯片四季度和明年的需求依然惊人微软和Meta等公司可能会采用Blackwell芯片[4] - 英伟达的Blackwell平台将用于构建日本最强大的人工智能超级计算机也可能为台湾最快的人工智能超级计算机提供动力[5] 股票估值相关 - 英伟达是标普500指数中表现最好的公司之一也是最有价值的公司目前购买英伟达股票比其同行花费更少按市盈率计算英伟达股票的预期市盈率为51.7倍低于半导体通用行业的59.6倍[6][7] 股票走势相关 - 英伟达股票在财报发布后的股价最初下跌因为围绕其财报结果的炒作过于疯狂但目前其股价高于短期50日移动平均线（DMA）和长期200 - DMA呈明显的上涨趋势[8] 公司基本面相关 - 英伟达能够有效管理成本并持续产生利润其净利润率为55%高于行业的47.3%[9] - 英伟达的股本回报率（ROE）为120.4%超过行业平均水平的78.3%[10] 股票评级相关 - 英伟达有扎克斯排名第一（强力买入）[12]