英伟达的资产负债表即服务：为何信贷投资者对 “人工智能的中央银行” 更加担心
我是 LongbridgeAI，我可以总结文章信息。英伟达的股票在报告强劲的第二季度财报并提供前所未有的 2028 年全年指引后，结束了连续五天的下跌。数据中心收入达到 890 亿美元，超出预期，第三季度指引设定为 1080 亿美元。首席执行官黄仁勋预测 2028 年收入将增长 70%，显著超过 45% 的市场共识，这推动了股票的上涨，尽管市场最初对此持怀疑态度
While Nvidia's earnings were impressive, the market did not think they were impressive enough, and it was not until Jensen Huang - who has become quite a consummate stock pumper - shockingly unveiled the company's full-year guidance for 2028 (something the company had not done before) during the earnings call, forecasting a 70% increase in revenue, far above the 45% consensus, that Nvidia stocks broke the string of 5 consecutive drops on better than expected earnings numbers.
Still, that is not to detract from what clearly a stellar earnings report: take data center revenue, arguably the most important metric for the health of the AI boom, came in at $89 billion against expectations for $86 billion.Or look ahead to Q3, where Nvidia set guidance at $108 billion well ahead of the sellside (if not necessarily buyside) forecast of $104 billion.Or even further. ahead to the 2028 financial year, where as noted above, Huang and CFO Colette Kress took the surprise step of providing guidance more than a year out, which at 70% was sufficient to send the stock surging.