以下文章来源于科创日报 ，作者刘蕊 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 美东时间周三盘后，美股"AI"领头羊英伟达公布了第三季度财报。这份财报业绩本身几乎可称"完美"： 不仅在营收和盈利方面均超出分析 师预期，并且给出了超出预期的前景展望。公司股价也在盘后上涨，截至发稿涨幅为4.84%。 令投资者们感到更为振奋的是，英伟达首席执行官黄仁勋在财报声明和财报电话会上，直接抨击了"AI泡沫论"，并和英伟达首席财务官科莱 特·克雷斯（Colette Kress）一起给出了不少鼓舞人心的信息，至少暂时缓解了投资者关于人工智能泡沫的担忧情绪。 英伟达股价盘后上涨超4.8% 黄仁勋直接抨击"AI泡沫论" 黄仁勋在财报声明中，强调了英伟达产品的需求爆棚： " Blackwell的销售额远超预期，云端GPU也已售罄。 人工智能生态系统正在快速扩张——涌现出更多新的基础模型构建者、更多 人工智能初创公司，遍及更多行业和更多国家。人工智能正在无处不在，无所不能。" 在与分析师的电话会议上， 黄仁勋更加直接地抨击了那些鼓吹人工智能"泡沫"风险的分析师和评论员。 黄仁勋表示： "关于人工 ...

Core Viewpoint - Nvidia is set to report its earnings, with significant expectations surrounding its revenue and guidance, particularly in the data center segment, which is crucial for investors [2][3][5]. Revenue Expectations - The consensus expects Nvidia to report earnings of $1.24 per share and revenue of approximately $54.6 billion, with data center revenues anticipated to be around $50 billion [2][3]. - There is a range of expectations for total revenue, varying from $53 billion to $63 billion, indicating uncertainty in market projections [4]. Data Center Segment Insights - Investors are particularly focused on Nvidia's guidance for data center revenues, with a consensus expectation of $57 billion [3]. - The company is expected to provide insights into the demand for its new architecture, Blackwell, and the overall addressable market for the upcoming year [5]. Margin Expectations - The consensus for the data center segment's margin is currently at 75.5%, with expectations for it to rise to 76.3% next year, although there is debate about achieving this target [7][8]. Future Profit Projections - Expectations for future profits vary, with some analysts projecting earnings of $7 per share next year, while others estimate between $8 to $10, driven by bullish assumptions around Blackwell and growth for the upcoming architecture, Ruben [9][10]. - The market is currently experiencing limited supply and high demand, which has benefited Nvidia in recent years [10]. Market Concerns - There are concerns regarding potential overbuilding in the market, which could affect return on investment for shareholders if cloud service providers reduce capital expenditures next year [12].

Just_Super/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Sara Awad, from Tech Stock Pros, returns to discuss the volatile and stressful tech sector (1:30) Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcoming earnings (22:10). Palantir update (24:40). Why Tesla is a tricky stock (26:20). Downgrading and upgrading AMD (32:30). Transcript Rena Sherbill: Sara Awad from Tech Stock Pros and the investing group Tech Contrari ...