--- title: "由於人工智能需求的推動,英偉達有望在第一季度實現創紀錄的每股收益增長" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286849819.md" description: "英偉達預計在第一季度實現 120% 的每股收益增長和近 80% 的銷售增長,這得益於強勁的人工智能基礎設施需求。數據中心銷售預計將達到 732 億美元,較去年 391 億美元大幅增長,突顯了對人工智能 GPU 的需求。此外,英偉達已將其在 CoreWeave 的股份增至 11%,進一步增強了其人工智能即服務的戰略" 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) --- # 由於人工智能需求的推動,英偉達有望在第一季度實現創紀錄的每股收益增長 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. ### 相關股票 - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [07788.HK](https://longbridge.com/zh-HK/quote/07788.HK.md) - [07388.HK](https://longbridge.com/zh-HK/quote/07388.HK.md) - [NVDD.US](https://longbridge.com/zh-HK/quote/NVDD.US.md) - [NVDQ.US](https://longbridge.com/zh-HK/quote/NVDQ.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) ## 相關資訊與研究 - [鎧俠純益估飆增 46 倍、強化與輝達合作 擬赴美上市](https://longbridge.com/zh-HK/news/286691079.md) - [華爾街期貨在科技股拋售後趨穩,市場靜待英偉達業績](https://longbridge.com/zh-HK/news/286844978.md) - [輝達引領科技股上漲,但市場需警惕記憶體價格下跌及外部挑戰](https://longbridge.com/zh-HK/news/286854849.md) - [信義房屋配息 0.6 元 邀請輝達前台灣區總經理邱麗孟出任獨董](https://longbridge.com/zh-HK/news/286725824.md) - [亞德諾半導體接近以 15 億美元收購 Empower Semiconductor](https://longbridge.com/zh-HK/news/286856340.md)