英偉達的資產負債表即服務：為何信貸投資者對 “人工智能的中央銀行” 更加擔心
我是 LongbridgeAI，我可以總結文章信息。英偉達的股票在報告強勁的第二季度財報並提供前所未有的 2028 年全年指引後，結束了連續五天的下跌。數據中心收入達到 890 億美元，超出預期，第三季度指引設定為 1080 億美元。首席執行官黃仁勳預測 2028 年收入將增長 70%，顯著超過 45% 的市場共識，這推動了股票的上漲，儘管市場最初對此持懷疑態度
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.