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August 27, 2025
財經

Nvidia Q2業績優預期 營收同比增長56%

晶片製造商 Nvidia 週三盤後公佈第二季度財報,業績優於市場預期,其中營收較去年增長 56%。

Nvidia 財報顯示,第二季度營收達 467.4 億美元,高於預期的 460.6 億美元;淨利較去年同期增長 59% 至 264.2 億美元,調整後每股盈餘 1.05 美元,同樣高於預期的 1.01美元。

強勁業績主要由數據中心業務驅動,部門營收按年增長 56% 至 411 億美元。

Nvidia 指出,其數據中心業務收入約 50% 來自大型雲端服務供應商,而這些客戶目前正在購買公司最新一代的 Blackwell 晶片,其銷售額也較上季增長 17%。

至於 Nvidia 遊戲部門銷售額達 43 億美元,年增幅達 49%。僅佔業務一小部份的機器人部門,季度銷售額為 6.01 億美元,按年增長 32%。

Nvidia 預計,本季營收將達到 540 億美元,上下浮動2%,該預測並未假設向中國出口任何 H20 晶片。

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