--- title: "英偉達的收益預計將因人工智能推動的數據中心需求而大幅增長" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286899636.md" description: "分析師預測英偉達第一季度的收入將達到 790 億美元,每股收益為 1.78 美元,主要受強勁的數據中心銷售推動。持續的人工智能熱潮顯著提升了英偉達在 GPU 市場的主導地位。鑑於其巨大的影響力,英偉達的表現可能會影響更廣泛的市場,其在標準普爾 500 指數中的權重為 9%,併為其年初至今的回報貢獻了 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) --- # 英偉達的收益預計將因人工智能推動的數據中心需求而大幅增長 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. ### 相關股票 - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [.SPX.US](https://longbridge.com/zh-HK/quote/.SPX.US.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) ## 相關資訊與研究 - [輝達一家拯救全村 台股一度大漲逾 1300 點 並點火「含發量」的 ETF](https://longbridge.com/zh-HK/news/287145880.md) - [AI 晶片丨黃仁勳:輝達基本將中國市場讓給華為](https://longbridge.com/zh-HK/news/287151485.md) - [輝達 Vera CPU 將切入 2,000 億美元市場,對打 Intel 與 AMD](https://longbridge.com/zh-HK/news/287129335.md) - [微星奪 COMPUTEX 2026 Best Choice Award 多項大獎](https://longbridge.com/zh-HK/news/287175244.md) - [美銀點名頂級晶片股,伺服器 CPU 市場規模料於 2030 年達 1,250 億美元](https://longbridge.com/zh-HK/news/287062060.md)