2026财年全年，英伟达营收达到2159.4亿美元（约合人民币14834.0亿元），同比增长65%；净利润则达 到1200.8亿美元（约合人民币8248.9亿元），同比增长65%。 据美国消费者新闻与商业频道（CNBC）、南华早报、英伟达网站消息，当地时间2月25日，英伟达公 布了截至2026年1月25日的2026财年第四季度财报以及2026财年全年业绩。 本财季，英伟达营收和净利润双双超越华尔街预期，营收达681.3亿美元（约合人民币4680.2亿元），同 比增长73%，环比增长20%；净利润（非GAAP）达395.5亿美元（约合人民币2716.9亿元），同比增长 79%，环比增长25%。 其中，数据中心营收达623亿美元，环比增长22%，同比增长75%。报道称，该公司超过91%的销售额来 自数据中心部门，该部门包含其市场领先的人工智能芯片。 克雷斯还称，"我们在中国的竞争对手，在近期IPO的推动下正在取得进展，从长期来看，有可能颠覆 全球AI行业的格局。" 据悉，英伟达对2027财年第一季度的展望为预计实现营收780亿美元，上下浮动2%；预计GAAP和非 GAAP毛利率分别为74.9%和75.0%，上下浮 ...

Group 1: Data Center Interconnection and AI Impact - The global market value for Data Center Interconnection (DCI) is expected to grow at an annual rate of 14.3%, surpassing $40 billion by 2025, driven by the integration of generative AI into everyday applications [1] Group 2: New Energy Vehicle Sales - In the first quarter of 2025, global sales of new energy vehicles (including BEVs, PHEVs, and hydrogen fuel cell vehicles) reached 4.02 million units, marking a 39% year-on-year increase, with new energy vehicles accounting for 18.4% of total global car sales [3] Group 3: HBM4 Technology and Market Trends - The development of HBM (High Bandwidth Memory) technology is being propelled by demand from AI servers, with major manufacturers advancing HBM4 products. The increased complexity and size of HBM4 chips are expected to lead to a premium of over 30%, compared to approximately 20% for HBM3e at launch [7]