Nvidia Q3 財報不如預期 盤後下跌15% - 股票

Hazel avatar
By Hazel
at 2018-11-16T05:56

Table of Contents


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
-------------------------------------------------------------------------
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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Tags: 股票

All Comments

Tristan Cohan avatar
By Tristan Cohan
at 2018-11-17T23:59
技嘉崩崩科科
Jacob avatar
By Jacob
at 2018-11-22T03:14
現在趨勢就是空 NVDA就算好還是會跌!AMZN高於預期還是跌~~~
Mary avatar
By Mary
at 2018-11-22T07:48
16%了
Hedda avatar
By Hedda
at 2018-11-23T03:48
AMD盤後也被帶下去大跌了,看來費半強彈兩天後又要下去
Charlie avatar
By Charlie
at 2018-11-25T13:41
QQQ連年線都站不穩 趨勢向下 個股財報真的不用看了
Rosalind avatar
By Rosalind
at 2018-11-26T22:26
這季美國科技股法說會都變法會了
Agatha avatar
By Agatha
at 2018-11-29T20:08
等QQQ站穩年線 再來吧 現在市場趨勢就是空~~~
Brianna avatar
By Brianna
at 2018-12-04T19:23
財報晚出果然沒好事
Valerie avatar
By Valerie
at 2018-12-06T09:08
老黃很行了啦 推Turing硬撐住Gaming這塊
Iris avatar
By Iris
at 2018-12-08T09:33
主要是預期和分析師差太多 不過國際情勢動蕩企業怎敢估樂
觀? 可能跌個幾天後會彈像amd走勢一樣
Heather avatar
By Heather
at 2018-12-10T23:39
台股現在是DPP在硬撐著 選後可能要補跌 我是這樣看啦
Sandy avatar
By Sandy
at 2018-12-11T19:36
這個財測會不會差太多?老黃有給各產品線的展望嗎?
Mia avatar
By Mia
at 2018-12-11T22:54
從德州儀器開始,整個半導體Q4財測都是下修的
Barb Cronin avatar
By Barb Cronin
at 2018-12-16T21:44
AMD就算不管今天盤後的大跌,這兩天的急彈還是只能視
為反彈,從線型來看
Kelly avatar
By Kelly
at 2018-12-18T13:50
除了intel意外的上調,所以老黃看淡下修不意外
Yedda avatar
By Yedda
at 2018-12-20T02:18
重點在明年又會衰退多少?Q4普遍下修 明年會更慘
Brianna avatar
By Brianna
at 2018-12-22T07:17
QQQ10月初整體下跌前 AMAT就已經跌30趴左右了 半導體反應慢
Franklin avatar
By Franklin
at 2018-12-25T13:11
估2.65~2.75那表示遊戲那塊大概撐不太住了吧...
Quanna avatar
By Quanna
at 2018-12-29T11:26
2377又要崩了嗎?
Harry avatar
By Harry
at 2019-01-01T12:41
-18.5%
Harry avatar
By Harry
at 2019-01-04T21:44
之前150左右買 280賣 不知道能不能補貨
Rosalind avatar
By Rosalind
at 2019-01-06T23:30
好險睡覺前下了PUT,要不然現在要打包去公園了...
Belly avatar
By Belly
at 2019-01-09T16:25
前天才進了一堆,公園還有位子嗎?
Yedda avatar
By Yedda
at 2019-01-14T16:16
靠 哪裡有賣紙箱 我要一年份
Odelette avatar
By Odelette
at 2019-01-16T06:38
便宜的顯卡要出貨了嗎
Ethan avatar
By Ethan
at 2019-01-16T13:40
反正鬼股照漲 東方神秘利尿
Frederica avatar
By Frederica
at 2019-01-20T06:12
跌是正常都超漲 現在是熊市 漲多修正
Dora avatar
By Dora
at 2019-01-24T16:19
財報這麼爛,RTX2080跟2070請降價,被挖礦的惡搞之
後,還真的以為玩家的接受度是一張3萬喔,笑死,連
自己的穩定客群是誰,價格接受度多少都忘記了
Hedda avatar
By Hedda
at 2019-01-25T19:43
即時光影到現在不是都還沒有支援遊戲嗎....到底
Donna avatar
By Donna
at 2019-01-30T09:47
年初版上一堆人 狂推帶風向 ㄎㄎ
Rosalind avatar
By Rosalind
at 2019-02-04T04:59
現在都要小心盤後一個閃崩
Rachel avatar
By Rachel
at 2019-02-06T19:59
顯卡可以特賣了
Emily avatar
By Emily
at 2019-02-07T19:31
20系降個5000就回來了
Elvira avatar
By Elvira
at 2019-02-11T16:37
老黃真的以為大家信仰這麼充足喔 哈哈老黃哈哈
William avatar
By William
at 2019-02-13T13:44
完了
Blanche avatar
By Blanche
at 2019-02-17T01:13
看過BFV的光線追蹤demo 不覺得有必要花這個錢增加高級水面
反射
Blanche avatar
By Blanche
at 2019-02-18T02:07
即時光影有支援遊戲啊
Edith avatar
By Edith
at 2019-02-18T14:49
最好有那麼多肥宅女整天打電玩 現在流行的是路跑單車和
旅行吃喝 顯卡股崩崩
Oscar avatar
By Oscar
at 2019-02-22T10:17
我覺得光影這功能根本很無聊 也可以當賣點..
Cara avatar
By Cara
at 2019-02-22T17:58
AMD跟人家跌什麼?? NVDA財報不好AMD也跟著跌是哪招
Oliver avatar
By Oliver
at 2019-02-25T08:47
兩家都是一起連動的
Kumar avatar
By Kumar
at 2019-03-01T00:28
之前NVDA不也跟著AMD跌嗎
Daph Bay avatar
By Daph Bay
at 2019-03-04T23:16
顯卡換紙箱
Elizabeth avatar
By Elizabeth
at 2019-03-07T15:55
快跌阿 我老婆要換電腦了
Yuri avatar
By Yuri
at 2019-03-12T02:29
ray tracing早晚會普及
Sandy avatar
By Sandy
at 2019-03-14T08:09
只能賣賣地瓜惹QQ
Sandy avatar
By Sandy
at 2019-03-14T10:46
現在顯卡市場價格有修正了嗎?想組台電腦了!
Ida avatar
By Ida
at 2019-03-19T00:50
雙鴻等我來空
看投信倒貨時準備空

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