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Interpreting Nvidia (NVDA) International Revenue Trends
ZACKS· 2025-06-02 22:20
公司国际业务表现 - 英伟达2025年4月季度总营收达4406亿美元 同比增长692% [4] - 中国(含香港)区域营收552亿美元 占总营收1253% 低于分析师预期的659亿美元 同比下滑1624% [5] - 台湾地区营收716亿美元 占总营收1625% 超出分析师预期718% [6] 区域市场历史对比 - 中国(含香港)上季度营收占比1407% 去年同期占比956% [5] - 台湾地区上季度营收占比1349% 去年同期占比1679% [6] 未来业绩预期 - 分析师预测下季度总营收4604亿美元 同比增长533% [7] - 预计中国(含香港)下季度营收占比142% 达655亿美元 [7] - 预计台湾地区下季度营收占比157% 达721亿美元 [7] - 全年营收预期19736亿美元 同比增长512% [8] 股票市场表现 - 过去一个月股价上涨18% 跑赢标普500指数61%的涨幅 [13] - 过去三个月股价上涨199% 同期标普500下跌05% [13] - 所属科技板块过去一个月上涨103% 三个月上涨14% [13] 行业分析框架 - 国际业务多元化可对冲本土经济风险 但面临汇率波动和地缘政治挑战 [3] - 华尔街分析师密切关注跨国企业收入结构变化以调整盈利预测 [10] - 盈利预测修正与股价短期走势呈现显著正相关性 [11]
Is Most-Watched Stock NVIDIA Corporation (NVDA) Worth Betting on Now?
ZACKS· 2025-05-12 22:05
Nvidia (NVDA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this maker of graphics chips for gaming and artificial intelligence have returned +5.2%, compared to the Zacks S&P 500 composite's +3.8% change. During this period, the Zacks Semiconductor - General industry, which Nvidia falls in, has gained 2%. The key question now is: Wh ...