业绩超预期，英伟达盘后大涨

Core Viewpoint - NVIDIA's Q3 earnings report exceeded Wall Street expectations, with strong revenue guidance for Q4, indicating robust demand for AI-related products and services [2][4]. Group 1: Financial Performance - Q3 revenue reached $57.01 billion, surpassing the expected $55.09 billion, with a net profit of $31.91 billion, up 65% from $19.31 billion year-over-year [2][4]. - Adjusted earnings per share (EPS) were $1.30, beating the forecast of $1.28 [2][4]. - Data center revenue was $51.2 billion, a 66% increase year-over-year, significantly exceeding analyst expectations of $49.09 billion [3][4]. Group 2: Business Segments - The data center segment remains the core revenue driver, with GPU products contributing $43 billion and network-related components accounting for $8.2 billion of the data center revenue [3]. - Gaming revenue reached $4.3 billion, reflecting a 30% year-over-year growth [3]. - The automotive and robotics segment generated $592 million, marking a 32% increase compared to the previous year [3]. Group 3: Future Outlook - For Q4, NVIDIA expects revenue to be approximately $65 billion, exceeding the analyst consensus of $61.84 billion [4][5]. - The company anticipates gross margins of 74.8% under GAAP and 75.0% under non-GAAP for the upcoming quarter [5]. - CEO Jensen Huang emphasized the strong sales of the new Blackwell GPU series, indicating a healthy demand for AI chips [4][5].