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今日财经要闻TOP10|2026年2月26日
Xin Lang Cai Jing· 2026-02-26 11:59
Group 1: Nvidia Financial Performance - Nvidia's Q4 revenue reached $68.1 billion, representing a 20% quarter-over-quarter increase and a 73% year-over-year increase [1] - For the fiscal year 2026, Nvidia's total revenue is projected to be $215.9 billion, a 65% year-over-year growth [1] - The GAAP and non-GAAP gross margins for Q4 were 75.0% and 75.2%, respectively, while for the entire fiscal year 2026, they are expected to be 71.1% and 71.3% [1] - The diluted earnings per share (EPS) for Q4 were $1.76 (GAAP) and $1.62 (non-GAAP), with full-year EPS for 2026 projected at $4.90 (GAAP) and $4.77 (non-GAAP) [1] - Nvidia returned $41.1 billion to shareholders through stock buybacks and cash dividends during the fiscal year 2026, with $58.5 billion in stock buyback capacity remaining as of the end of Q4 [1] Group 2: Indian Market Regulation - India's market regulator has allowed actively managed equity funds, totaling $384 billion, to allocate more funds to gold and silver, enhancing flexibility amid rising global demand for hard assets [3] - According to the revised rules by the Securities and Exchange Board of India (SEBI), equity funds can invest up to 35% of their remaining assets in gold, silver, and infrastructure investment trusts (InvITs) [3] - This regulatory change is expected to create new demand sources for gold and silver, attracting strong investor interest during the current bullish market [3] Group 3: A-Share Market Performance - The Shenzhen Composite Index rose by 0.28% in the morning session, while the Shanghai Composite Index fell by 0.08% [4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.6498 trillion yuan, an increase of 117.6 billion yuan compared to the previous day [4] - AI hardware stocks, including CPO, liquid cooling servers, and PCB, saw significant gains following Nvidia's positive earnings report, with several stocks reaching historical highs [4]