NVIDIA · 2025-02-26
NVIDIA (NVDA) Q4 FY2025财报发布：NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
NVIDIA reported fiscal Q4 2025 revenue of $39.3B.; Data Center remained the dominant growth engine.; Management emphasized Blackwell demand and production ramp.; Gross margin and supply constraints stayed central to the outlook.
NVIDIA reported fiscal Q4 2025 revenue of $39.3B.
Data Center remained the dominant growth engine.
Management emphasized Blackwell demand and production ramp.
Gross margin and supply constraints stayed central to the outlook.
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NVIDIA reported fiscal Q4 2025 revenue of $39.3B.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
Data Center remained the dominant growth engine.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
Management emphasized Blackwell demand and production ramp.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
Gross margin and supply constraints stayed central to the outlook.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
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