英伟达第二财季营收增56% 黄仁勋称中国市场潜力500亿美元

Core Insights - Nvidia's Q2 FY2026 earnings report shows revenue of $46.743 billion, a 56% year-over-year increase, and a net profit of $26.422 billion, up 59% [1] - The company faces uncertainties in the Chinese market due to export control policies, impacting the sales of its H20 product [1][4] - Nvidia's CEO predicts a $50 billion opportunity in the Chinese market with a potential annual growth rate of 50% [1][5] Financial Performance - Data center revenue reached $41.1 billion, representing 88% of total revenue and a 56% year-over-year growth [3] - The data center segment's computing revenue grew 50% year-over-year to $33.8 billion, while network revenue surged 98% to $7.3 billion [3] - Other business segments also showed growth, with gaming and AI PC revenue at $4.3 billion (up 49%), automotive and robotics at $586 million (up 69%), and professional visualization at $601 million (up 32%) [3] Market Outlook - Nvidia's Q3 revenue guidance is set at $54 billion, excluding H20 sales from China, which analysts view as conservative [5] - Analysts remain optimistic, with Baird raising Nvidia's target price from $195 to $225, citing strong product sales and accelerated shipments [5] - Goldman Sachs notes Nvidia's stock has shown seasonal volatility, with future performance dependent on cloud giants' capital expenditure and geopolitical factors [6] Industry Trends - The AI infrastructure spending is projected to reach $3 trillion to $4 trillion by 2030, presenting long-term growth opportunities for Nvidia [2] - The demand for AI infrastructure continues to rise, driven by major cloud companies increasing their capital expenditures [6] - The broader supply chain, including AI servers and related components, is experiencing significant growth, with companies like Foxconn and PCB manufacturers seeing substantial revenue increases [6][7]