--- title: "由于人工智能需求的推动,英伟达有望在第一季度实现创纪录的每股收益增长" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286849819.md" description: "英伟达预计在第一季度实现 120% 的每股收益增长和近 80% 的销售增长,这得益于强劲的人工智能基础设施需求。数据中心销售预计将达到 732 亿美元,较去年 391 亿美元大幅增长,突显了对人工智能 GPU 的需求。此外,英伟达已将其在 CoreWeave 的股份增至 11%,进一步增强了其人工智能即服务的战略" datetime: "2026-05-19T03:45:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286849819.md) - [en](https://longbridge.com/en/news/286849819.md) - [zh-HK](https://longbridge.com/zh-HK/news/286849819.md) --- # 由于人工智能需求的推动,英伟达有望在第一季度实现创纪录的每股收益增长 Earnings surge ahead: Nvidia is forecast to post 120% EPS growth and nearly 80% higher sales in Q1, driven by robust AI infrastructure demand. Data center dominance: Analysts expect data center sales to hit $73.2 billion, up from $39.1 billion last year, underscoring AI GPU demand. Strategic AI moves: Nvidia nearly doubled its stake in neocloud provider CoreWeave to 11%, strengthening its AI-as-a-service positioning. ### 相关股票 - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [NVDY.US](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [07788.HK](https://longbridge.com/zh-CN/quote/07788.HK.md) - [07388.HK](https://longbridge.com/zh-CN/quote/07388.HK.md) - [NVDD.US](https://longbridge.com/zh-CN/quote/NVDD.US.md) - [NVDQ.US](https://longbridge.com/zh-CN/quote/NVDQ.US.md) - [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md) ## 相关资讯与研究 - [学者认为美国误判中国 AI 发展速度重新调整政策 从严格管制晶片出口转为合作](https://longbridge.com/zh-CN/news/286707990.md) - [油价攀升股市回落](https://longbridge.com/zh-CN/news/286777784.md) - [英伟达:Vera CPU 抵达 Anthropic、OpenAI、SpaceX、甲骨文的 AI 实验室](https://longbridge.com/zh-CN/news/286823424.md) - [配合英伟达 Rubin Ultra 平台上市,全球数据中心液冷渗透率或将大幅提升](https://longbridge.com/zh-CN/news/286691139.md) - [Leadtek keeping eye on changes to China AI exports](https://longbridge.com/zh-CN/news/286796501.md)