里昂料英伟达上季收入672亿美元 按年增长71%

Core Viewpoint - Lyon Securities predicts Nvidia's revenue for the fourth quarter ending January 2026 to be $67.2 billion, a year-on-year increase of 71%, exceeding the company's previous guidance of $66.3 billion [1] Revenue Forecast - For the first quarter of fiscal year 2027 (ending April 2027), revenue is expected to be $72.7 billion, reflecting a year-on-year growth of 65% [1] - Any guidance equal to or above $75 billion will reinforce the narrative of accelerating revenue growth [1] Market Performance - Nvidia's stock price has only increased approximately 7% to 8% over the past six months, underperforming compared to TSMC (which rose 73%) and memory-related stocks (which increased between 180% to 300%) [1] - The stock is currently trading at a forecasted price-to-earnings ratio of 26 times for fiscal year 2027, presenting an attractive value proposition [1] Analyst Rating - Lyon Securities maintains a "highly confident outperform" rating for Nvidia, with a target price set at $300 [1]