分析师：英伟达新业务板块增长表明AI热潮才刚开始
Odaily星球日报讯 美国知名商业杂志 Inc.分析师 Phil Rosen 表示，英伟达(NVDA.O)公布的财报数据又一次轻松超越了华尔街的盈利预期，让对 AI 泡沫的担忧至少再平息一个季度。所有关于超大规模厂商资本支出、数据中心建设以及科技领导地位的争论和看空预测，都在这一份惊艳的资产负债表面前烟消云散。
在 2026 财年第一季度，英伟达数据中心业务单独贡献 752 亿美元，约占总收入的 92%。超大规模买家贡献 380 亿美元；而新拆分的 AI 云、工业及企业板块贡献了 372 亿美元，环比增长 31%。将业务按云、工业和企业进行新划分表明，英伟达正在告诉投资者：驱动业务的已不再是少数几家超大规模厂商。
与此同时，英伟达将季度股息提高 25 倍至每股 0.25 美元，并新增 800 亿美元的回购计划。总之到目前为止，这家公司几乎没有给出任何令人担忧的理由。而数据表明，这种情况短期内不太可能改变。(金十)
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