早报 (02.26)| 4死6伤!美籍快艇闯入古巴海域遭扫射;英伟达单季恐怖吸金681亿美元;锂电池领域取得重大突破
NvidiaNvidia(US:NVDA) Ge Long Hui·2026-02-26 01:32

Group 1 - Nvidia reported Q4 FY2026 revenue of $68.1 billion, a 73% year-over-year increase, exceeding market expectations of $65.684 billion [2] - Data center revenue reached $62.3 billion, surpassing analyst expectations of $60.62 billion, while networking business revenue was $10.98 billion, significantly above the expected $9.02 billion [2] - Nvidia's guidance for the next quarter projects revenue between $76.44 billion and $79.56 billion, with the midpoint significantly higher than the market consensus of $72.78 billion [2] Group 2 - SK Hynix plans to invest 21.6 trillion KRW (approximately $15.1 billion) to expand chip production capacity in South Korea from March 2026 to December 2030 [5] - Haiguang Information reported a net profit of approximately 2.542 billion yuan for 2025, a 31.66% year-over-year increase, with total revenue of 14.376 billion yuan, up 56.91% [7] - Meizu's mobile business is reportedly ceasing operations and will officially delist in March 2026, with indications of significant financial distress [8] Group 3 - The Hong Kong Stock Exchange is consulting the market on the implementation of a "T+1" settlement cycle as part of its efforts to optimize the securities market [11] - Morgan Stanley forecasts that gold prices will reach $6,300 per ounce by the end of 2026, raising its long-term forecast to $4,500 per ounce [12] - The Shanghai government has announced new real estate policies, including adjustments to purchase requirements for non-local residents, effective February 26, 2026 [17]

Nvidia-早报 (02.26)| 4死6伤!美籍快艇闯入古巴海域遭扫射;英伟达单季恐怖吸金681亿美元;锂电池领域取得重大突破 - Reportify