英伟达放榜：四季度营收增长73% 盘后涨超2%

Core Insights - NVIDIA reported record revenue of $68.1 billion for Q4 FY26, a 20% increase quarter-over-quarter and a 73% increase year-over-year, with net income reaching $42.96 billion, up over 90% year-over-year [2][3] - For the full fiscal year 2026, NVIDIA's revenue was $215.9 billion, a 65% year-over-year increase, with a gross margin of 71.1% and net income of $120.07 billion [2][3] Financial Performance - Q4 FY26 revenue: $68,127 million, up 20% Q/Q and 73% Y/Y [3] - Gross margin: 75.0%, an increase of 1.6 percentage points Q/Q and 2.0 percentage points Y/Y [3] - Operating income: $44,299 million, up 23% Q/Q and 84% Y/Y [3] - Diluted earnings per share: $1.76, a 35% increase Q/Q and 98% increase Y/Y [3] Business Segments - Data center revenue for Q4 reached $62.3 billion, a record high, with a 22% increase Q/Q and 75% increase Y/Y; full-year data center revenue was $193.7 billion, up 68% Y/Y [3][4] Strategic Developments - NVIDIA launched the NVIDIA Rubin platform, which significantly reduces inference token costs compared to the Blackwell platform [4] - The company has established long-term strategic partnerships with Meta and deepened collaborations with other firms like Anthropic and AWS [4] Future Outlook - For Q1 FY27, NVIDIA expects revenue of approximately $78 billion, with a gross margin forecast of 74.9% to 75.0% [4] - Capital expenditures for FY27 are anticipated to increase compared to FY26 to support future business growth [4] Market Position - NVIDIA's CEO highlighted the exponential growth in computing demand, emphasizing the company's leadership in the AI inference market [5] - The company's stock has outperformed other major tech stocks, with a 5% increase in 2026, while the Nasdaq index has declined by 0.4% [5]