Q4财报超预期缓解AI泡沫担忧 英伟达(NVDA.US)盘前涨近1%

Core Viewpoint - Nvidia reported record-breaking earnings for Q4 of fiscal year 2026, with significant growth in revenue and profits, driven by strong demand for AI capabilities and data center products [1][2] Group 1: Financial Performance - Nvidia's revenue for Q4 of fiscal year 2026 increased by 73% year-over-year, reaching a record high of $68.1 billion, surpassing analyst expectations of $65.9 billion [1] - Data center revenue grew by 75% year-over-year to $62.3 billion, also a record high, exceeding analyst forecasts of $60.4 billion [1] - Non-GAAP operating income rose by 81% year-over-year to $46.1 billion, while net income increased by 79% to $39.6 billion [1] - Adjusted earnings per share were $1.62, beating analyst predictions of $1.53 [1] Group 2: Market Outlook - The strong performance in revenue and data center growth reinforces the narrative of resilient demand for AI computing power, alleviating market concerns about an AI investment bubble [1] - Goldman Sachs reiterated a "Buy" rating for Nvidia, projecting a price target of $250, driven by increased capital expenditures from large cloud providers, successful funding for AI startups, and leading-edge new architecture technology [2]