---
title: "在人工智能支出激增的背景下，英偉達即將迎來關鍵的財報時刻"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287096632.md"
description: "英偉達計劃於 5 月 20 日公佈其 2027 財年第一季度業績，分析師預計收入為 790 億美元，每股收益為 1.77 美元，主要受強勁的人工智能需求推動。預計到 2026 年，超大規模雲計算公司將在人工智能基礎設施上投資超過 7000 億美元，從而增強英偉達的市場地位。然而，創紀錄的 625 億美元空頭頭寸表明，財報發佈後股票波動性可能加大"
datetime: "2026-05-20T16:31:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287096632.md)
  - [en](https://longbridge.com/en/news/287096632.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287096632.md)
---

# 在人工智能支出激增的背景下，英偉達即將迎來關鍵的財報時刻

Earnings day spotlight: Nvidia reports Q1 fiscal 2027 results May 20, with analysts projecting around $79 billion in revenue and $1.77 EPS on strong AI demand. AI boom driver: Hyperscalers plan over $700 billion in 2026 capex, much for AI infrastructure, positioning Nvidia to capture significant market share. Volatility ahead: Record $62.5 billion in short exposure and past post-earnings stock drops suggest potential sharp moves regardless of results.

### 相關股票

- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md)
- [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.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)

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