英伟达财报公布，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 [2][3] - The company's net income reached $42.96 billion, reflecting a year-over-year growth of over 90% [2] - For the full fiscal year 2026, NVIDIA's revenue was $215.9 billion, a 65% increase compared to the previous year [2] Financial Performance - Q4 FY26 revenue: $68.127 billion, up 20% from Q3 FY26 and up 73% from Q4 FY25 [3] - Gross margin for Q4 FY26 was 75.0%, an increase of 1.6 percentage points year-over-year [3] - Operating income for Q4 FY26 was $44.299 billion, a 23% increase quarter-over-quarter and an 84% increase year-over-year [3] - Full fiscal year 2026 net income was $120.067 billion, with diluted earnings per share at $4.90 [2] Business Segments - Data center revenue for Q4 FY26 was $62.3 billion, marking a historical high with a 22% quarter-over-quarter increase and a 75% year-over-year increase [3] - Full fiscal year data center revenue reached $193.7 billion, a 68% increase year-over-year [3] Strategic Developments - NVIDIA launched the NVIDIA Rubin platform, which significantly reduces inference token costs compared to the Blackwell platform [4] - The company established a multi-generational strategic partnership with Meta for large-scale deployment of GPU, CPU, and networking products [4] - Collaborations with companies like Anthropic, AWS, CoreWeave, and Eli Lilly were deepened [4] Future Outlook - For Q1 FY27, NVIDIA expects revenue to be around $78 billion, with a margin fluctuation of 2% [4] - The company anticipates an increase in capital expenditures for FY27 to support future business growth [5] - NVIDIA's CEO highlighted the exponential growth in computing demand, emphasizing the company's leadership in the AI inference market [5] Market Performance - Following the earnings report, NVIDIA's stock rose nearly 2%, outperforming other major tech stocks this year [5] - As of the report, NVIDIA's stock has increased by 5% in 2026, while the Nasdaq index has decreased by 0.4% [5] - The total capital expenditure forecast for major tech companies building AI infrastructure is expected to approach $700 billion [5]