英伟达股价盘中一度跌超5%

Core Viewpoint - Nvidia's stock experienced a decline of over 5% during intraday trading on February 26, but the drop was later reduced to 4.81% following the release of its Q4 fiscal year 2026 earnings report, which showed record revenue of $68.1 billion, a 73% year-over-year increase, surpassing analyst expectations [1] Group 1: Financial Performance - Nvidia reported Q4 revenue of $68.1 billion, marking a 73% year-over-year growth and setting a new historical high [1] - The revenue exceeded the average analyst forecast, indicating strong market performance [1] Group 2: Market Concerns - There are ongoing concerns in the market regarding the impact of customer capital expenditures on Nvidia's cash flow, with fears that capital expenditures may have peaked [1] - Nvidia's data center business revenue from large-scale cloud service providers accounts for slightly over 50% of its total revenue [1] Group 3: Management Response - Nvidia's CEO Jensen Huang expressed confidence in the growth of customer cash flow, addressing market concerns directly [1]