吴说获悉，NVIDIA 公布 2026 财年第一季度财报，实现营收 441 亿美元，同比增长 69%，略高于预期的 432.9 亿美元。调整后每股收益为 0.81 美元，若不计 H20 相关费用则为 0.96 美元。调整后毛利率为 61%，扣除 H20 费用后为 71.3%。数据中心收入达 391 亿美元，同比增长 73%；公司预计第二季度营收为 450 亿美元上下 2%，并称有 25 亿美元的 H20 收入因未发货未计入第一季度。CEO Jensen Huang 表示 Blackwell NVL72 AI 系统已进入全面量产阶段。
（转自：吴说）
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