Nvidia(US:NVDA) 国芯网·2025-02-28 04:32Core Viewpoint - The article discusses the recent significant drop in stock prices of major US tech companies, particularly Nvidia, despite its strong financial performance, highlighting concerns about future growth prospects in the AI chip market [1]. Group 1: Nvidia's Financial Performance - Nvidia reported a revenue of $39.331 billion for Q4 of fiscal year 2025, representing a year-on-year growth of 78% [1]. - The net profit for the same period was $22.066 billion, showing a year-on-year increase of 72% [1]. Group 2: Market Concerns - Despite Nvidia's strong financial results, the market remains skeptical about its future growth, particularly due to concerns over the company's quarterly gross margin guidance not meeting market expectations [1]. - The emergence of new AI technologies, such as DeepSeek, has raised worries about potential oversupply in the AI sector [1]. Group 3: CEO's Insights - Nvidia's CEO, Jensen Huang, emphasized the remarkable demand for the Blackwell chip and the rapid development of AI inference as new growth drivers for the industry [1]. - Huang also mentioned that the release of the DeepSeek-R1 model is a positive indication of ongoing innovation and progress within the AI market, countering market misconceptions [2].