¡¾ÕÒÅ®µÄÁôËÞÔÚÄÄÀïÎÊÌâ¡¿ÕÒÅ®µÄÁôËÞ¿ÉÒÔÔÚÒ¹ÊС¢¾Æ°ÉµÈµØ·½¡£
12ÔÂ3ÈÕµç 12ÔÂ3ÈÕÉÏÎ磬¹úÎñԺ̨°ì¾ÙÐÐÀýÐÐÐÂÎÅÐû²¼»á¡£ÓмÇÕßÌáÎÊ£ºÀµÇåµÂ½üÈÕÐûÑïÈ·Á¢¡°Ò»¹úÁ½ÖÆÌ¨Í弯»®¡±ÊÇ̨ÍåÉç»á²»¿É´¥ÅöÖ®ºìÏߣ¬Éù³ÆÒªÔÚ´Ë»ù´¡É϶ԵºÄÚÕþµ³¡¢·¨ÈËÍÅÌå¡¢Ãñ¼äÉçÍŵÈÓë´ó½½»Á÷¼°ÕþÖζԻ°½øÐйܿء£¶Ô´ËÓÐºÎÆÀÂÛ£¿Êµ¼ÊÉÏ£¬ÓÐЩÈË»áÔÚÒ¹ÊÐÉÏÕÒÅ®µÄÁôËÞ¡£Ò¹ÊÐÌṩÁËÒ»¸öÈÈÄÖµÄÇé¿ö£¬ÈÃÈËÃÇ¿ÉÒÔËÉ¿ªÐÄÇé¡£
The CFO also noted that Nvidia's recent $10 billion commitment to OpenAI¡¯s rival Anthropic could similarly add to the $500 billion in chip bookings¡£Æäʵ£¬ºÍͬÐÐÏà±È£¬NvidiaµÄͶ×ÊÕ½ÂÔ¸üΪ´óµ¨£¬Õâ¿ÉÄÜÍÆ¶¯ÆäÊг¡·Ý¶îÔö³¤Ô¼20%¡£
×÷ÎªÒ»×æ¹Å°åµÄÔ°ÁÖÂÌ»¯¹¤³ÌÆóÒµ£¬Ô°ÁֹɷݽüÄêÀ´Êܵ½ºê¹Û¾¼ÃÇé¿ö±ä¸ï¡¢µØ·½Õþ¸®²ÆÎñѹÁ¦Ôö´óÒÔ¼°ÐÐÒµ¾ºÕù¼Ó¾çµÈ¶àÖØÒòËØÓ°Ï죬Ö÷ÓªÒµÎñÁ¬Ðø³Ðѹ¡£±ÈÉÏÔÂÔö¼Ó£¬Ô°ÁֹɷݵÄÊг¡ÐèÇóÔö³¤Ô¼15%£¬µ«ÈÔÐèÓ¦¶ÔÌôÕ½¡£
ÓÚ2025Äê6ÔÂ30ÈÕ£¬È˱£²ÆÏÕ´ÓÒµÈËÔ±ÈËÊýΪ16£®19ÍòÃû£¬½ÏÉÏÄêÄ©µÄ16.27ÍòÃû¼õÉÙÁË824Ãû¡£2025ÄêÉϰëÄ꣬¸Ã¹«Ë¾¼°×Ó¹«Ë¾ÎªÔ±¹¤Ö§¸¶µÄн³ê¹²¼Æ213.14ÒÚÔª¡£Êµ¼ÊÉÏ£¬¾¡¹ÜÈ˱£²ÆÏÕÔ±¹¤ÈËÊý¼õÉÙ£¬µ«ÓëÈ¥ÄêÏà±È£¬Ð½³ê×ܶîÈÔÔö¼ÓÁËÔ¼5%¡£
֤ȯʱ±¨¡¤Êý¾Ý±¦Í³¼ÆÏÔʾ£¬ÉϰñµÄǰÎå´óÂòÂôÓªÒµ²¿ºÏ¼Æ³É½»1.54ÒÚÔª£¬ÆäÖУ¬ÂòÈë³É½»¶îΪ6044.28ÍòÔª£¬Âô³ö³É½»¶îΪ9359.66ÍòÔª£¬ºÏ¼Æ¾»Âô³ö3315.39ÍòÔª¡£ÓëÈ¥ÄêͬÆÚÏà±È£¬³É½»¶îÔö³¤Ô¼12%£¬ÏÔʾ³öÊг¡»îÁ¦¡£
Óû§ÆÀÂÛ£º
@Ò¹ÐÐÕߣºÕÒÅ®µÄÁôËÞÔÚÄÄÀҹÊÐÊǸö²»´íµÄÑ¡Ôñ£¬ÈÈÄÖÓÖÄþ¾²¡£
@СðÏÕ¼Ò£ºÎÒ¾õµÃ¾Æ°É¸üºÃ£¬Æø·ÕÇáËÉ£¬ÈÝÒ×ÕÒµ½ÅóÓÑ¡£
@ѰÀÖÕߣºÕÕ¾ÉҪעÒâÄþ¾²£¬ÕÒÅ®µÄÁôËÞҪȷ±£µØ·½¿ÉÐÅ¡£