WPP's CEO to merge ad agencies in turnaround plan | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The corporate logo of WPP is seen in this picture from 2018, obtained July 12, 2019. WPP/Handout via REUTERS [Purchase Licensing Rights, opens new tab]LONDON, Feb 26 (Reuters) - WPP [(WPP.L), opens new tab] will combine its agencies into a single company underpinned by AI and data, with four units including a new "WPP Creative", under ...

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Market Analysis by covering: Nasdaq 100, S&P 500, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

Love that. Breaking news. It's Nvidia's night.We are just over an hour away from the release of the AI chip leaders fourth quarter earnings numbers. Ahead of the highly anticipated report, we've got shares up 2 and a4% to $197 and change. The stock is off the record of 212 back in October.Now, the expectations are sky high for Nvidia. Wall Street is looking for a buck 53 in profit. That would be a gain of 72% year-over-year.and revenue coming in at 66.21% billion. That would be a gain of 68%. Even if you do ...

CSIWM 个股点评 2026 年 2 月 26 日 英伟达 NVDA US 本文内容由 Ryan Lee (李昊谦) 提供 中信证券财富管理(香港) 产品及投资方案部 美国科技行业 电话：(852) 2237 9250 / 电邮：wminvestmentsolutions@citics.com.hk 2026 财年四季度业绩 摘要 中信证券财富管理与中信里昂研究观点一致。根据中信里昂研究在 2026 年 2 月 26 日发布的题为《4QFY26 results》 的报告，英伟达 2026 财年四季度营收同比增长 73%，并给出 2026 财年一季度同比增长 81%（区间上限）及 77% （中位数）的指引，业绩与指引均大幅超越预期。该指引未包含任何中国区潜在收入，显示增长动能显著提升。考虑 到超大规模资本支出预测已就位、代币消耗显示 AI 应用呈指数级增长，以及 Rubin GPU 即将发布，中信里昂认为该 报告已明确了该股的 2026 年展望。 中信证券财富管理(香港) 免责声明请参考封底 英伟达 2026 财年四季度营收达 681 亿美元，同比增长 73%，较公司指引上限高出 2.7%。非 GAAP 毛利 ...

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财报显示，英伟达该财季营收达681亿美元，较上年同期的393.31亿美元同比增长73%，高于市场此前 656.84亿美元的预期值。盈利端同样表现强劲，净利润从去年同期的221亿美元增至430亿美元，接近翻 倍；每股收益也从0.89美元升至1.76美元，盈利能力大幅提升。 来源：环球网 【环球网科技综合报道】2月26日消息，全球芯片巨头英伟达今日发布最新财报，截至1月25日的2025财 年第四财季业绩表现亮眼，营收、净利润均实现大幅增长，核心业务数据中心营收增速显著，业绩及未 来营收指引均超出市场预期。 各业务板块呈现差异化发展态势，核心业务数据中心营收延续高增势头，当季营收623亿美元，同比增 长75%，超出606.2亿美元的市场预期，较上年同期的355.8亿美元实现大幅跃升，成为公司业绩增长的 核心引擎。曾为公司最大业务的游戏部门，当季营收37亿美元，同比增长47%，但环比下降13%，且略 低于40.1亿美元的市场预期；汽车相关销售额为6.04亿美元，同样未达华尔街6.43亿美元的预期，两大 业务板块表现稍逊于市场期待。 在业绩指引方面，英伟达给出了超预期的目标，预计2026财年第一财季营收为780亿美元， ...

Core Insights - Nvidia's annual report for this year is significantly leaner, omitting key sections on climate change and diversity compared to last year's report [1][2] - The company reported strong fiscal year 2026 earnings, with revenue of $68.1 billion, a 73% year-over-year increase, and profits of approximately $43 billion, up 94% from the previous year [7] Sustainability and Governance - The 2025 section on "sustainability and governance," which previously included commitments to clean energy and emissions, is absent in this year's report [1] - Sustainability is mentioned only in the context of business sustainability and compliance with related laws [1] Human Capital and Diversity - The human capital section has been significantly reduced, with previous subheadings on compensation, benefits, and diversity omitted this year [2] - Diversity is mentioned only in a single line regarding employee feedback systems, with no detailed discussion on diversity initiatives [3][4] China Market Focus - The report highlights the impact of U.S. government chip export restrictions on China, stating that Nvidia cannot deliver competitive products to the Chinese data center market [5] - The company acknowledges that this situation allows competitors to build larger customer bases globally, which could adversely affect Nvidia's business [6] Financial Performance - Nvidia's fiscal year 2026 earnings exceeded expectations, driven by strong demand for AI data center products, resulting in a notable increase in both revenue and profits [7]

英伟达交出远超预期的业绩与指引，却没能再度点燃股价，市场对AI需求可持续性与供给约束的疑虑，正在压过"数字本身"的亮眼。 英伟达给出的财年第一季度营收指引约为780亿美元，明显高于华尔街平均预期的728亿美元，但公司在分析师电话会期间股价一度下跌约1.5%，到当晚整 体几乎持平。 $${\frac{\mp\pm}{P}}\langle\mp j\rangle\pm$$ 加上本次财报，英伟达已经连续14个季度营收超出预期。分析指出，投资者对英伟达的"固有高预期"已抬至新高度，单纯的"再一次击败预期"已很难带来额 外溢价，市场更想要的是对AI繁荣能否持续的更强保证。 管理层试图正面回应这些担忧。黄仁勋强调客户正在用新增算力赚钱，投资将维持在高位；CFO Colette Kress则称公司已锁定关键供给并将出货承诺延伸到 更长周期。 指引很强，市场仍觉得"差一口气" 英伟达第一季度业绩指引营收约780亿美元。尽管这一数字超过分析师一致预期，但也低于部分分析师接近800亿美元的更激进预测，这使得"超预期"在边际 上不再足够惊艳。 增长主引擎仍是数据中心业务，该部门当季营收为623亿美元，高于分析师平均预期的604亿美 ...