英伟达Q4业绩超预期，Q1指引更是超买方乐观预期

Core Viewpoint - Nvidia reported record revenue of $68.1 billion for the fourth quarter of fiscal year 2026, marking a year-over-year increase of approximately 70% and exceeding analyst expectations by over 3% [1] Group 1: Financial Performance - The adjusted earnings per share (EPS) for the fourth quarter increased by over 80% year-over-year, surpassing analyst expectations by approximately 5.9% [1] - The gross margin rose to 75.2%, exceeding expectations and reaching a new high in a year and a half [1] Group 2: Future Guidance - Nvidia's guidance for the first quarter of fiscal year 2027 is stronger than expected, with projected revenue expected to reach new highs, and the midpoint of the guidance range exceeding analyst expectations by 7.1% [1] - The year-over-year growth rate for the first quarter guidance is expected to accelerate to nearly 77% compared to the fourth quarter [1] - The guidance does not include data center computing revenue from the Chinese market [1] Group 3: Market Reaction - Following the earnings report, Nvidia's stock initially rose nearly 4%, though the increase later narrowed to 0.17% [1]