1.原文連結:
https://reurl.cc/MAmbn
2.原文內容:
Nvidia Q3 disappoints, shares plummet
Nvidia (NVDA) reported a big miss on both the top and bottom lines for Q3
after market close on Thursday.
The chipmaker earned $1.84 per share which was weaker than the $1.92 per
share that was anticipated, according to analysts polled by Bloomberg.
This is Nvidia’s first EPS miss in 13 quarters. Shares tanked 13% in
after-hours trade on Thursday. Revenue also came in worse than expected at
$3.18 billion versus consensus of $3.24 billion.
Investors and analysts have been paying close attention to
graphics-processing unit (GPU) sales in Q3, as this was the first earnings
report since the company launched GPUs. GPU business revenue came in at $2.77
billion, which was up 25% year over year.
“Our introduction of Turing GPUs is a giant leap for computer graphics and
AI, bringing the magic of real-time ray tracing to games and the biggest
generational performance improvements we have ever delivered,” CEO Jensen
Huang said in a statement.
Nvidia shares have been underperforming the broad market in the past year,
falling nearly 5% while the S&P 500 (^GSPC) has risen 5% in the same time
period. The chip giant is currently in a bear market after hitting an
all-time high in early October.
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小弟簡單翻譯,如有錯誤歡迎指正
1.每股賺 1.84 元,低於分析師 1.92元的預期
2.營收3.18 billion ,低於分析師預期 3.24 billion
這是nvidia 在近13季以來第一次eps未達預期,盤後下跌13% (我發文的時候是15%)
3.GPU 事業營收 2.77 billion ,年成長25%
4.老黃講話:我們發表的圖靈gpu 是一個在ai以及電腦圖形運算的重大突破,將神奇的
即時光追蹤技術帶到遊戲
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3.心得/評論:
小弟一直以來都有來回操作NVDA,雖然財報不如預期,但要仔細去研究遊戲顯示卡的營收
我認為才是重點。這次的營收下滑,跟虛擬貨幣狂潮過去也有關係,虛擬貨幣狂潮過去
剩下的重點才是這間公司真正的價值:AI, 遊戲顯示卡
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