--- title: "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" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/297119929.md" description: "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" datetime: "2026-08-27T03:50:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/297119929.md) - [en](https://longbridge.com/en/news/297119929.md) - [zh-HK](https://longbridge.com/zh-HK/news/297119929.md) generator: "portal-rs" --- # 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 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. ### NVDA Lease Liability & Contingent Obligation ExposureForecasts ### 相關股票 - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [NVDG.US](https://longbridge.com/zh-HK/quote/NVDG.US.md) - [NVDQ.US](https://longbridge.com/zh-HK/quote/NVDQ.US.md) - [NVDD.US](https://longbridge.com/zh-HK/quote/NVDD.US.md) - [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [NVD.US](https://longbridge.com/zh-HK/quote/NVD.US.md) - [NVDB.US](https://longbridge.com/zh-HK/quote/NVDB.US.md) - [NVII.US](https://longbridge.com/zh-HK/quote/NVII.US.md) - [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [NVDW.US](https://longbridge.com/zh-HK/quote/NVDW.US.md) - [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [NVDS.US](https://longbridge.com/zh-HK/quote/NVDS.US.md) - [NVDO.US](https://longbridge.com/zh-HK/quote/NVDO.US.md) - [NVYY.US](https://longbridge.com/zh-HK/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/zh-HK/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/zh-HK/quote/DIPS.US.md) - [MAGX.US](https://longbridge.com/zh-HK/quote/MAGX.US.md) - [07388.HK](https://longbridge.com/zh-HK/quote/07388.HK.md) - [07788.HK](https://longbridge.com/zh-HK/quote/07788.HK.md) - [09388.HK](https://longbridge.com/zh-HK/quote/09388.HK.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) ## 相關資訊與研究 - [英偉達首席執行官向股東傳遞了公司強勁發展的信號](https://longbridge.com/zh-HK/news/298712839.md) - [黃仁勳拒絕將 NVIDIA 的 AI 投資貼上 ‘循環融資’ 的標籤](https://longbridge.com/zh-HK/news/298649945.md) - [英偉達 (NVDA) CEO 黃仁勳表示，人工智能的下一個重大突破將是 “網絡安全”](https://longbridge.com/zh-HK/news/298636028.md) - [內部人士出售金額超過 4.5 億美元，三家 AI 贏家中英偉達位居首位](https://longbridge.com/zh-HK/news/298617832.md) - [Netskope (NTSK) 2027 年第二季度財報電話會議記錄](https://longbridge.com/zh-HK/news/298513421.md) --- > **免責聲明: 本文僅供參考，不構成任何投資建議。**