NVDA財報 - 股票QA

1. 標的： NVDA.US

2. 分類： 討論

3. 正文：

22Q4財報 （yoy %)
Revenue $6.05b, down 21%
GM 63.3%, down 2.1%
OpEx $2.58b, down 58%
Op Income $1.26b, down 53%
EPS $0.57, down 52%

DC $3.62b, +11%
Gaming $1.83b, down 46%
ProVis $226m, down 65%
Auto/Em $294m, +135%


Cash/Cash Eq $13.3b, down from $21.2b
Accounts Receivable, $3.8b, down from $4.6b
Inventory $5.1b, up from $2.6b
Other Asset $791m, up from $366m

23Q1 guidance
Q1 Revenue $6.5b, +/- 2%
GAAP GM 64.1%
GAAP OPex $2.53b
Tax rate 13.0%

https://i.imgur.com/FRXKhKJ.jpg

https://i.imgur.com/VLHKoMA.jpg

https://i.imgur.com/Tct4033.jpg


"Inventory was $5.16 billion, or DSI of 212, primarily to support the ramp of
new products in Data Center and Gaming.
庫存高是為了支援後續dc/gaming新產品的量產

4. 進退場機制：(非長期投資者，必須有停損機制。討論、心得類免填)

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