當地時間周四,美股三大股指集體低開,納指跌0.5%,美聯儲4月會議紀要偏鷹,年內降息預期幾近歸零。
"},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"p","attributes":{"style":"line-height: 1.75em; margin-bottom: 16px;"},"namespaceURI":"http://www.w3.org/1999/xhtml"}]">英偉達績后下跌。北京時間5月20日,英偉達發布2027財年第一季度財報,實現收入816.15億美元(同比+85%、環比+20%),超市場預期;凈利潤583.21億美元(同比+211%);下季度收入指引910億美元,同樣超預期。數據中心收入752.46億美元(同比+92%),其中超大型智算中心收入378.69億美元(同比+115%),AI Cloud與工業端收入373.77億美元(同比+74%)。
"},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"p","attributes":{"style":"line-height: 1.75em; margin-bottom: 16px;"},"namespaceURI":"http://www.w3.org/1999/xhtml"}]">英偉達CEO黃仁勛稱,Vera CPU的獨立銷售額未包含在Blackwell和Rubin芯片1萬億美元收入的預測中,Vera將成為1萬億美元預測之外最大的銷售貢獻來源。
"},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"p","attributes":{"style":"line-height: 1.75em; margin-bottom: 16px;"},"namespaceURI":"http://www.w3.org/1999/xhtml"}]">沃爾瑪跌超5%。財報顯示,沃爾瑪一季度總營收1778億美元,同比增長7.3%,略超預期;調整后每股收益0.66美元,符合預期。全球電商增長26%,廣告業務大增37%,高利潤業務持續優化盈利結構。但燃料成本拖累運營利潤增速250個基點,公司選擇自行消化未轉嫁消費者。
納斯達克中國金龍指數跌幅擴大,現跌2.0%,最新報6619.74點。
"},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"p","attributes":{"style":"line-height: 1.75em;margin-bottom: 16px;"},"namespaceURI":"http://www.w3.org/1999/xhtml"}]">國際油價集體上漲,ICE布油漲超2%,報107.19美元/桶,NYMEX WTI原油漲近3%,報100.87美元/桶。
"},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 "},"namespaceURI":"http://www.w3.org/1999/xhtml"},"para",{"tagName":"section","attributes":{"data-role":"outer","label":"edit by 135editor","data-pm-slice":"0 0 ">
責編:葉舒筠
校對:李凌鋒
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