英伟达“交卷”，盘后大涨6%

Core Viewpoint - Nvidia reported better-than-expected financial results for Q3 of fiscal year 2026, alleviating concerns about an AI bubble in the market [1][2]. Financial Performance - Nvidia's Q3 revenue reached $57 billion, a 62% year-over-year increase, surpassing market expectations of $55.19 billion [2][4]. - Net profit for the quarter was $31.9 billion, up 65% year-over-year [2]. - Adjusted earnings per share were $1.30, exceeding the anticipated $1.25 [2][3]. Business Segments - The data center segment is Nvidia's most significant business, generating $51.2 billion in revenue for Q3, a 66% increase year-over-year [2]. - The "compute business" (GPUs) contributed $43 billion, while the networking business added $8.2 billion [2]. - Gaming revenue was $4.3 billion, up 30% year-over-year; professional visualization revenue was $760 million, up 56%; and automotive and robotics revenue was $592 million, up 32% [2]. Guidance and Market Reaction - Nvidia expects Q4 revenue to reach $65 billion, with a margin of ±2% [4]. - The company anticipates a non-GAAP gross margin of 75.0% for Q4, with a fluctuation of ±50 basis points [4]. - Following the earnings announcement, Nvidia's stock rose nearly 3% initially and later surged over 6% in after-hours trading [1][4].