In this articleNVDAwatch nowNvidia reported strong fiscal first-quarter earnings on Wednesday.Wall Street was pleased with Nvidia's continued sales growth, which hit 69% during the quarter. The company's data center division continues to surge as companies, countries, and cloud providers snap up Nvidia graphics processors, or GPUs, for artificial intelligence software."The team continues to maintain a 1- 2 step lead ahead of competitors with its silicon/hardware/software platforms and a strong ecosystem, an ...

行业进展 - 国家新型工业化操作系统鸿道操作系统正式发布 标志着我国在具身智能机器人基础软件领域取得重大进展 [1] - 该系统为国产机器人操作系统实现自主可控提供了关键支撑 [1] 技术整合 - 鸿道操作系统实现了芯片-系统-应用的垂直整合 [1] - 支持龙芯、华为、海光、英伟达、英特尔、高通等GPU/NPU架构 [1]

报告公司投资评级 - 投资评级为看好 [2] 报告的核心观点 - 英伟达 FY26Q1 收入 441 亿美元，YoY+69%，QoQ+12%，超分析师预期；非 GAAP 毛利率 61%，YoY-17.9pct，剔除 H20 影响后为 71.3%，高于分析师预期；净利润 198.9 亿美元，YoY+31%，QoQ-10%；非 GAAP 摊薄后 EPS 0.81 美元，YoY+33%，剔除 H20 影响后为 0.96 美元，高于分析师预期 [2] - 公司预计 FY26Q2 收入 450 亿美元，上下浮动 2%；GAAP 和非 GAAP 毛利率预计分别为 71.8% 和 72.0%，上下浮动 50 个基点；预计年末有望实现 75%左右的毛利率 [2] - 数据中心收入 391 亿美元，YoY+73%，QoQ+10%；游戏和 AI PC 收入 38 亿美元，YoY+42%，QoQ+48%；专业可视化收入 5.1 亿美元，YoY+19%，环比持平；汽车和机器人收入 5.7 亿美元，YoY+72%，QoQ-1% [2] - 公司宣布与 HUMAIN 合作在沙特建立 AI 工厂，与多方在阿联酋推出下一代 AI 基础设施集群 Stargate UAE，计划与富士康、中国台湾政府构建 AI 超级计算机 [2] - 公司从 Hopper 架构过渡基本完成，Blackwell 本季度贡献数据中心收入近 70%；GB200 NVL 机架全面供应，各大超大规模数据中心平均每周部署近 1000 个 NVL72 机架；GB300 已于 5 月上旬送样，预计 Q2 末量产发货 [2] - 4 月 9 日美国政府对 H20 芯片实施新出口管制，一季度确认 46 亿美元 H20 收入，计提 45 亿美元费用，25 亿美元 H20 产品未交付；预计 FY26Q2 的 H20 收入减少约 80 亿美元 [2] - 随着推理需求快速增长，英伟达 GB300 有望加快部署，AI 产业链逐步进入新阶段，建议关注工业富联等公司 [2] 各部分总结 财务数据 - 展示了英伟达季度营收及其增速、季度净利润及其增速、季度毛利率和净利率、季度收入拆分等图表 [4][5][8] 研究团队简介 - 莫文宇为电子行业首席分析师，毕业于美国佛罗里达大学，有丰富工作经历 [9] - 郭一江为电子行业研究员，本科兰州大学，研究生就读于北京大学化学专业 [9] - 杨宇轩为电子组分析师，毕业于华北电力大学和清华大学，有多家机构工作经历 [9] - 王义夫为电子行业研究员，毕业于西南财经大学和复旦大学 [9]

NVIDIA TodayNVDANVIDIA$134.81 -0.69 (-0.51%) 52-Week Range$86.62▼$195.95Dividend Yield0.03%P/E Ratio53.05Price Target$168.45Add to WatchlistNVIDIA’s NASDAQ: NVDA stock price will soon set a new all-time high if it hasn’t by the time this article is read. The reason why is that the Q1 release laid to rest fears centered on China restrictions, AI demand, and the strength of core semiconductor businesses. The key takeaways for investors and traders are that the results were strong even without China; adding t ...

The most anticipated event for the tech sector took place yesterday, and of course, I am talking about Nvidia Corporation's (NASDAQ: NVDA ) Q1 2026 earnings report . Probably all of you have seen the headlines already - Nvidia posted another strongI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, ...

美国经济数据公布后，美国国债收益率短线走低，30年期、10年期国债收益率均下行逾1bp，分别报 4.965%、4.469%。美元指数跌至日内低点，现报99.69。 ...

I started covering Nvidia Corporation (NASDAQ: NVDA ) on Seeking Alpha on April 1st — one day before the now-infamous “ liberation day .” Great timing, right? Despite a brief period of further price correction, the Buy thesis has playedI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities ...

宝盛银行：英伟达的业绩增长令人惊讶 金十数据5月29日讯，瑞士宝盛银行分析师写道，尽管面临贸易战带来的种种挑战，英伟达仍以惊人的 速度持续增长。我们不知道它是如何做到的，但它确实做到了。英伟达继续逆势而上。该行分析师指 出，尽管因美国的限制措施，英伟达无法销售H20芯片，从而产生了与过剩库存和采购义务相关的45亿 美元费用，但该公司仍实现较高增长率。 ...

DICK'S Sporting Goods TodayDKSDICK'S Sporting Goods$177.26 +3.04 (+1.74%) 52-Week Range$166.37▼$254.60Dividend Yield2.74%P/E Ratio12.67Price Target$227.89Add to WatchlistDick’s Sporting Goods NYSE: DKS is a quality investment that retail investors shouldn’t pass up. The company may not be a high-profile trade like NVIDIA NASDAQ: NVDA, but it has the qualities that drive long-term value. Those include brand strength, an industry-leading position, blue-chip quality retail business, growth, cash flow, a healt ...

金十数据5月29日讯，花旗分析师表示，英伟达本季度的销售预测对ASML控股、ASM国际、英飞凌科 技和安谋控股等涉足人工智能领域的欧洲半导体公司来说是个好兆头。英伟达预计本季度营收为450亿 美元左右，上下浮动2%。分析师在给客户的报告中写道："我们认为，对未来人工智能需求的信心增强 也对欧洲半导体企业有利。" 花旗：英伟达本季销售预测利好欧洲AI半导体公司 ...