英伟达(NVDA.US)“常态化beat”难抚“惊喜疲劳”：Q1业绩爆表、股息翻25倍，Q2营收指引未及买方“隐性预期”

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英伟达(NVDA.US)“常态化beat”难抚“惊喜疲劳”：Q1业绩爆表、股息翻25倍，Q2营收指引未及买方“隐性预期”

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【英伟达(NVDA.US)“常态化beat”难抚“惊喜疲劳”：Q1业绩爆表、股息翻25倍，Q2营收指引未及买方“隐性预期”】智通财经APP获悉，周三盘后，全球市值最高的半导体公司英伟达(NVDA.US)交出了一份堪称“碾压级”的2027财年第一财季成绩单：营收同比暴增85%至816亿美元，数据中心收入高达752亿美元，双双大幅超越华尔街共识。然而，盘后股价却一度暴跌逾3%，随后虽勉强翻红，但市场对这份“史上最强季报”的冷淡反应，已经暴露出投资者在AI叙事进入深水区后的核心焦虑。

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