英伟达业绩暴增驱散AI阴霾，华尔街吃下“定心丸”

Core Viewpoint - Nvidia reported record sales of $57 billion for the October quarter, driven by strong demand for high-end AI data center chips, alleviating recent concerns about an AI bubble in the market [1][2] Financial Performance - Nvidia's sales increased by 62% year-over-year, surpassing analyst expectations [1] - The company raised its revenue forecast for the upcoming quarter to $65 billion, exceeding the previous analyst estimate of $62.1 billion [1] - Net profit for the quarter reached $31.9 billion, a 65% increase compared to the previous year [4] - Revenue from the data center business hit a record $51.2 billion, exceeding the analyst forecast of $49 billion [4] Market Reaction - Nvidia's stock price rose over 6% in after-hours trading following the earnings report [2] - The company's stock has increased from $90 in early April to over $200 by the end of October, marking a rise of over 100%, although it has recently retraced some gains due to bubble concerns [5] Industry Context - The market sentiment around AI stocks has been tense, with concerns about excessive investments in data centers and chips amid the AI development race [3] - A recent Bank of America survey indicated that 45% of global fund managers view the AI stock market bubble as a significant risk [4] - Notable investors, including SoftBank and Peter Thiel, have recently reduced their holdings in Nvidia, reflecting growing caution in the market [4]