Group 1: Nvidia Financial Performance - Nvidia reported Q4 revenue of $39.3 billion for fiscal year 2025, a 78% increase year-over-year, with data center revenue reaching $35.6 billion, up 93% from the previous year [4] - The net profit for Q4 was $22.091 billion, reflecting an 80% year-over-year growth, and the adjusted EPS was $0.89, a 71% increase [4] - For the entire fiscal year 2025, Nvidia's revenue reached $130.5 billion, a 114% increase, with a Non-GAAP diluted EPS of $2.99, up 130% [4] Group 2: Nvidia's Product Demand - CEO Jensen Huang highlighted the extraordinary demand for the Blackwell chips, attributing it to the rise of AI inference, which enhances model intelligence and long-term reasoning capabilities [5] - Nvidia successfully mass-produced the Blackwell AI supercomputers, achieving billions in sales in the first quarter [5] Group 3: Gold Price Fluctuations - On February 25, international gold prices experienced a significant drop, with London gold falling below $2900 per ounce, marking a maximum decline of approximately 2% [11] - The price of gold jewelry from brands like Chow Tai Fook and Lao Feng Xiang dropped to 886 RMB per gram, down from a previous high of 895 RMB per gram [11] Group 4: DeepSeek Pricing Strategy - DeepSeek announced a significant reduction in API call prices during off-peak hours, with prices for DeepSeek-V3 dropping to 50% of the original and DeepSeek-R1 to 25% [13]
净利大增80%!英伟达最新财报公布!中金、银河回应合并传闻!金价突然大跳水!DeepSeek下调API调用价格!