英伟达“交卷”，盘后大涨6%

Core Viewpoint - Nvidia has reported better-than-expected financial results for Q3 of fiscal year 2026, alleviating concerns about an AI bubble in the market [2][4]. Financial Performance - Nvidia's Q3 revenue reached $57 billion, a 62% year-over-year increase, surpassing market expectations of $55.19 billion [4][5]. - The net profit for the quarter was $31.9 billion, reflecting a 65% year-over-year growth [4]. - Adjusted earnings per share were $1.30, exceeding the anticipated $1.25 [4]. Business Segments - The data center segment is Nvidia's most significant business area, generating $51.2 billion in revenue for Q3, a 66% increase year-over-year [4]. - The "compute business" (GPUs) contributed $43 billion, while the networking business added $8.2 billion [4]. - The gaming segment reported $4.3 billion in revenue, up 30% year-over-year, and professional visualization revenue was $760 million, a 56% increase [4]. Future Guidance - Nvidia expects Q4 revenue to reach $65 billion, with a margin of ±2% [5]. - The projected non-GAAP gross margin for Q4 is 75%, with a fluctuation of ±50 basis points [5].