--- title: "英伟达的收益预计将因人工智能推动的数据中心需求而大幅增长" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286899636.md" description: "分析师预测英伟达第一季度的收入将达到 790 亿美元,每股收益为 1.78 美元,主要受强劲的数据中心销售推动。持续的人工智能热潮显著提升了英伟达在 GPU 市场的主导地位。鉴于其巨大的影响力,英伟达的表现可能会影响更广泛的市场,其在标准普尔 500 指数中的权重为 9%,并为其年初至今的回报贡献了 20%" datetime: "2026-05-19T11:01:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286899636.md) - [en](https://longbridge.com/en/news/286899636.md) - [zh-HK](https://longbridge.com/zh-HK/news/286899636.md) --- # 英伟达的收益预计将因人工智能推动的数据中心需求而大幅增长 Earnings expectations: Analysts forecast Q1 revenue near $79B and EPS around $1.78, with data center sales driving most of the growth. AI boom impact: Massive AI infrastructure spending by tech giants continues to fuel Nvidia’s dominance in GPUs and related platforms. Market influence: Nvidia’s performance could sway broader markets, as it accounts for 9% of the S&P 500’s weight and 20% of its YTD return. ### 相关股票 - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [NVDY.US](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [.SPX.US](https://longbridge.com/zh-CN/quote/.SPX.US.md) - [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md) ## 相关资讯与研究 - [英伟达业绩财测均超预期 多家机构上调目标价](https://longbridge.com/zh-CN/news/287157111.md) - [英伟达一季度营收 816.2 亿美元,分析师预期 791.9 亿美元。英伟达盘后涨 0.3%](https://longbridge.com/zh-CN/news/287114096.md) - [英伟达在新加坡设亚太第二个研发基地 专注具身人工智能与 AI 模型优化 | 联合早报网](https://longbridge.com/zh-CN/news/286988131.md) - [电话会:英伟达 CFO 称,需求在加速](https://longbridge.com/zh-CN/news/287120957.md) - [智能体重塑 AI 算力新秩序 CPU 或成英伟达下一个增长引擎](https://longbridge.com/zh-CN/news/287152761.md)