英伟达营收利润双超预期，股价盘后飙涨近6%

Core Insights - Nvidia reported better-than-expected revenue and profit, driven by strong growth in its data center business, which increased by 73% year-over-year [1][2] - The company’s adjusted earnings per share were $0.96, exceeding the expected $0.93, while revenue reached $44.06 billion, surpassing the forecast of $43.31 billion [1] - Nvidia's net profit grew by 26% year-over-year, rising from $14.9 billion ($0.60 per share) to $18.8 billion ($0.76 per share) [1] Financial Performance - Q1 revenue increased by 69% year-over-year, from $26 billion to $44.06 billion [1] - The data center segment accounted for 88% of total revenue, with sales reaching $39.1 billion [1] - The company spent $14.1 billion on stock buybacks and distributed $244 million in dividends during the quarter [1] Market Response - Following the earnings report, Nvidia's stock price rose approximately 6% in after-hours trading, nearing its historical high set in January [1] Future Guidance - Nvidia expects revenue for the upcoming quarter to be around $45 billion, slightly below the LSEG forecast of $45.9 billion [1] - The company indicated that without recent export restrictions on its H20 chip, guidance could have been higher by approximately $8 billion [1][2] Export Restrictions Impact - The U.S. government informed Nvidia that it now requires export licenses for the previously approved H20 processors to China, leading to a $4.5 billion charge due to excess inventory [2] - If not for the export restrictions, Nvidia could have achieved an additional $2.5 billion in sales [2] Profitability Metrics - The gross margin for the quarter was 61%, which would have been 71.3% without the costs associated with the China-related issues [2] AI Demand and Business Segments - Nvidia's CEO highlighted strong global demand for AI infrastructure, driven by applications like OpenAI's ChatGPT [3] - Major cloud service providers contributed nearly half of the data center revenue, with network product sales reaching $5 billion [3] - The gaming segment saw a 42% year-over-year revenue increase, totaling $3.8 billion, while the automotive and robotics segment grew by 72% to $567 million [4]