英伟达，营收大增

Core Viewpoint - Nvidia reported strong financial results for Q4 and the full fiscal year 2026, indicating robust demand for AI chips and alleviating concerns about an "AI bubble" in the market [1] Financial Performance - Q4 revenue reached $68.1 billion, a 73% year-over-year increase, surpassing market expectations of $65.684 billion and up from $39.331 billion in the same quarter last year [1] - Full fiscal year 2026 revenue was $215.9 billion, a 65% year-over-year growth, marking a historical high [1] Guidance and Market Reaction - Nvidia projected Q1 revenue for fiscal year 2027 to be between $76.44 billion and $79.56 billion, exceeding market estimates of $72.78 billion [1] - Following the earnings report and guidance, Nvidia's stock surged over 4% in after-hours trading, while the Nasdaq index fell by 0.4% [1] Industry Insights - Analysts noted that Nvidia's results and guidance could ease the prevailing "AI bubble" concerns, as demand for Nvidia's AI chips remains strong [1] - Nvidia's CEO, Jensen Huang, emphasized the exponential growth in computing demand and the rapid investment by enterprises in AI computing, which he described as the driving force behind the AI industry revolution [1]