輝達營收預計在四年內增長18倍;分析師稱『歷史上從未』有公司增長如此之快

AI速讀
輝達(Nvidia)第二季財報全面擊敗預期,營收達 962.2 億美元,且第三季營收指引上調至 1,080 億美元。市場分析指出,若目標達成,輝達將在四年內實現 1,730% 的極速成長,規模之大且速度之快在企業史上罕見。執行長黃仁勳指出,AI 需求正加速增長,目前算力已直接轉化為收入,僅受限於基礎設施供應。受此利多影響,該股盤後交易價格強勢反彈 4.71%。

Nvidia Corp.(NASDAQ:NVDA) is on pace to deliver the fastest growth streak in corporate history, guiding for $108 billion in third-quarter revenue after a second quarter that crushed Wall Street's expectations across the board.

輝達公司(納斯達克:NVDA)正朝著創造企業史上最快增長紀錄的方向邁進,在第二季度全面大幅超出華爾街預期後,公司對第三季度營收的指引為$1,080億。

1,730% Growth in Four Years

1,730% 的四年增長

If Nvidia delivers on its $108 billion third-quarter guidance, the company would have grown revenue by roughly 1,730% in just four years, a pace unmatched by any company of its size in modern corporate history.

如果輝達實現其對第三季度$1,080億的營收指引,該公司將在短短四年內實現約1,730%的營收增長,這一增速在現代企業史上尚無任何同等規模的公司能夠企及。

"Never in history has a company of this size grown at such a fast pace," the market commentator The Kobeissi Letter said in a post on X.

市場評論員The Kobeissi Letter在X平台上的一篇帖子中表示:「歷史上從未有一家如此規模的公司以如此快的速度增長。」

If Nvidia, $NVDA, actually reports $108 billion in revenue for Q3 as they are guiding, that would mark +1,730% growth in 4 years.
Never in history has a company of this size grown at such a fast pace.
Once again, we are witnessing history. pic.twitter.com/bn4iroue28— The Kobeissi Letter (@KobeissiLetter) August 26, 2026

如果輝達($NVDA)實際報告的第三季度營收達到其指引的$1,080億,這將標誌著其在四年內實現了+1,730%的增長。
歷史上從未有一家如此規模的公司以如此快的速度增長。
我們再次見證了歷史。 pic.twitter.com/bn4iroue28— The Kobeissi Letter (@KobeissiLetter) 2026年8月26日

The guidance came in well above Wall Street's $103.52 billion estimate, according to Benzinga Pro.

據Benzinga Pro稱,該指引遠高於華爾街此前預計的$1,035.2億。

Huang Says 'Compute Is Revenue' as Demand Outpaces Supply

Huang表示「算力即收入」,因為需求已超過供應

"AI has reached its inflection point," CEOJensen Huangsaid in the company's earnings announcement.

「人工智慧已達到其拐點,」首席執行長黃仁勳在公司業績公告中表示。

"Now, compute is revenue. And demand is accelerating."

「現在,算力就是收入。而且需求正在加速增長。」

Huang said actual demand for Nvidia's chips is far greater than 70%, but limited memory, power, and data center capacity are holding growth to that pace for now.

Huang表示,市場對輝達晶片的實際需求遠超70%,但受限於內存、電力和數據中心容量,目前增長速度被壓制在這一水平。

Nvidia's Growth Dwarfs Megacap Peers

輝達的增長遠超其他大型科技公司

Even measured against the world's biggest tech companies, Nvidia's four-year growth stands in a category of its own.

即使與全球最大的科技公司相比,輝達過去四年的增長也獨樹一幟。


COMPANYREVENUE (~4 Yrs Ago)UPCOMING QUARTER FORECAST4-YEAR GROWTH
Nvidia$5.9 billion$108 billion~1730%
Meta Platforms Inc. (NASDAQ:META)$27.7 billion$61billion to $64 billion~131%
Apple Inc. (NASDAQ:AAPL)$83 billion$111 billion to $113 billion~36%
Amazon.Com, Inc. (NASDAQ:AMZN)$127.1 billion$197 billion to $202 billion~65%
Microsoft Corp. (NASDAQ:MSFT)$50.1 billion$89.85 billion to $90.95 billion~81%
Tesla Inc. (NASDAQ:TSLA)*$21.45 billion$27.61 billion (analyst estimate)~28%
Alphabet Inc. *(NASDAQ:GOOG) (NASDAQ:GOOGL)$69.09 billion$123.83 (analyst estimate)~79%



公司營收(約4年前)下季度預測四年增長
英偉達$59億$1,080億~1730%
Meta Platforms Inc.(納斯達克:META)$277億$610億 to $640億~131%
蘋果公司(納斯達克:AAPL)$830億$1,110億 to $1,130億~36%
亞馬遜公司(納斯達克:AMZN)$1,271億$1,970億 to $2,020億~65%
微軟公司(納斯達克:MSFT)$501億$898.5億 to $909.5億~81%
特斯拉公司(納斯達克:TSLA)*$214.5億$276.1億(分析師預估)~28%
Alphabet Inc. *(納斯達克:GOOG)(納斯達克:GOOGL)$690.9億$123.83(分析師預估)~79%


The table below compares the Magnificent 7's revenue from four years ago with their projected revenue for the upcoming quarter.
*Tesla, Alphabet figures are based on analyst consensus

下表將「美股七巨頭」四年前的營收與其下個季度的預期營收進行了對比。
*特斯拉、Alphabet的數據基於分析師共識

Nvidia's Q2 Results Beat Expectations Across the Board

輝達第二財季業績全面超出預期

Nvidia reported second-quarter revenue of $96.22 billion, above the $92.11 billion expected by analysts, with adjusted earnings of $2.22 per share, ahead of the $2.09 range forecast by Wall Street, according to Benzinga Pro.

據Benzinga Pro報導,輝達第二季度營收為$962.2億,高於分析師預期的$921.1億;調整後每股收益為$2.22,超出華爾街預測的$2.09區間。

Price Action:Shares closed 1.59% lower on Wednesday at $209.66, then reversed course to gain 4.71% at $219.53 in extended trading on the earnings announcement.

價格走勢:該股周三收盤下跌1.59%,報$209.66,隨後在業績公佈後的盤後交易中逆轉漲勢,上漲4.71%,報$219.53。

Benzinga edge rankingsindicate Nvidia's stock has a Momentum score in the 56th percentile and a Growth score in the 99th percentile.

Benzinga Edge排名顯示,輝達股票的動量評分為第56百分位,成長評分為第99百分位。


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