---
title: "英偉達預計將迎來創紀錄的第一季度，但面臨着較高的挑戰"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287128124.md"
description: "英偉達預計將報告創紀錄的第一季度收入為 788 億美元，成為半導體公司中的最高記錄。然而，儘管之前的財報超出預期，其股票在過去四次報告中的三次後卻出現下跌，原因是市場對其高預期。投資者將關注第二季度的指引、人工智能基礎設施支出以及關於中國限制銷售的最新消息"
datetime: "2026-05-20T22:55:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287128124.md)
  - [en](https://longbridge.com/en/news/287128124.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287128124.md)
---

# 英偉達預計將迎來創紀錄的第一季度，但面臨着較高的挑戰

Record revenue expected: Analysts project Nvidia will post $78.8 billion in Q1 revenue, marking the largest quarterly figure ever for a semiconductor company. Stock reaction uncertain: Despite frequent earnings beats, Nvidia’s shares have fallen after three of the last four reports as high expectations were already priced in. Guidance and AI trends: Markets will watch Q2 guidance and AI infrastructure spending, as well as potential updates on restricted China sales.

### 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)
- [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md)
- [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md)
- [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md)

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