日进22.6亿，英伟达营收暴涨73%再破纪录，盘后股价重返200美元

Core Insights - Nvidia's latest quarterly earnings report for fiscal year 2026 shows record-breaking performance, with quarterly revenue reaching $68.1 billion (approximately 467.8 billion yuan), a year-over-year increase of 73% and a quarter-over-quarter increase of 20% [1][4] - The data center segment remains the core of Nvidia's business, with fourth-quarter revenue of $62.3 billion (approximately 428 billion yuan), reflecting a 75% year-over-year growth and a 22% quarter-over-quarter growth [7][8] - Nvidia's overall annual revenue for fiscal year 2026 reached $215.9 billion (approximately 1.4831 trillion yuan), marking a 65% year-over-year increase [6][12] Financial Performance - The gross margin for the fourth quarter was 75%, up 1.6 percentage points quarter-over-quarter and 2 percentage points year-over-year [12] - Net profit for the fourth quarter was $42.96 billion (approximately 295.1 billion yuan), a 94% year-over-year increase and a 35% quarter-over-quarter increase [15] - Annual net profit reached $120.067 billion (approximately 824.8 billion yuan), a 65% year-over-year increase, equating to a daily income of approximately 2.26 billion yuan [17] Business Segments - The data center business has seen a nearly 13-fold growth since the launch of ChatGPT in fiscal year 2023 [10] - The gaming and AI PC segments reported fourth-quarter revenue of $3.7 billion, a 47% year-over-year increase, although it experienced a 13% quarter-over-quarter decline due to seasonal factors [10] - Annual revenue for gaming and AI PC reached a record $16 billion, with a year-over-year growth of 41% [10] Future Outlook - Nvidia's optimistic forecast for the first quarter of fiscal year 2027 anticipates revenue to reach $78 billion (with a 2% fluctuation), representing a 14% quarter-over-quarter increase and a projected 77% year-over-year increase [17] - CEO Jensen Huang expressed confidence in sustained revenue growth for the entire fiscal year 2026, expecting to exceed the previously predicted $500 billion revenue opportunity due to the new Blackwell and Rubin platforms [18] - The upcoming Rubin platform, which includes six new chips, is expected to significantly reduce token costs and has already seen strong demand from major clients [18][20]