NVIDIA Blog Feed
渠道类型:官方 Feed
https://blogs.nvidia.com/feed/
AI 驱动的链上证券研究
当前系统只会展示已写入历史表的真实价格点,不会为了看起来完整而伪造走势。
价格
US$202.81
数据源:yahoo_finance_chart
24 小时涨跌
-2.31%
情绪分
80.00
风险分
52.00
把企业官网、IR 页面、基金主页与最近官方事件放到同一层监控。
渠道类型:官方 Feed
https://blogs.nvidia.com/feed/
渠道类型:链上映射
https://backed.fi/news-updates/backed-announces-xstocks-coming-soon-to-kraken-and-solana
渠道类型:链上映射
https://xstocks.com/us/products#NVDAx
渠道类型:新闻室
https://nvidianews.nvidia.com/
渠道类型:投资者关系
https://investor.nvidia.com/
渠道类型:官网
https://www.nvidia.com/
链上映射快照
NVDA 当前已跟踪 11 条链上映射部署。
查看原文官方发布
Lowest cost per token from extreme codesign maximizes intelligence per dollar for post-training in the agentic era.
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Onimusha: Way of the Sword is coming to GeForce NOW at launch, with the playable demo available this week. It’s joined by Denshattack! rolling in with five new games arriving in the cloud. Plus, GeForce NOW officially launches in India, moving from beta to public availability — meaning gamers can sign up without a waitlist. […]
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General-purpose robots and autonomous machines are moving from research labs to real-world mass-market deployment, creating demand for compact, power-efficient AI supercomputers capable of running foundation models at the edge. To meet that need, NVIDIA today introduced the T3000 and T2000, new modules based on the NVIDIA Thor architecture that enable mass-market robotics and edge AI […]
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Home to leading manufacturers, robotics pioneers, infrastructure builders and iconic gaming companies, of course, Japan is one of the world’s centers of AI — building across the full stack with NVIDIA technologies. This week NVIDIA and its partners in Japan are showcasing the AI ecosystem’s latest advancements. Check back here for updates.
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Enterprises have plenty of powerful models to choose from. The real test is whether the AI an enterprise builds uniquely addresses the needs of the business: improving workflows, tapping into domain knowledge and exceeding standards for accuracy and trust.
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Power is AI infrastructure’s inescapable constraint. How many tokens an AI factory can generate within a fixed power budget determines its revenue and profitability. Because of this, performance per watt — a metric that can’t be gamed, only earned through real-world results — is the foundation for AI factories. As agentic AI drives token demand […]
查看原文财报刷新
NVIDIA 最新年度 SEC 基本面显示:营收 $215.94B、净利润 $120.07B、价值分 21.5、成长分 100.0。
查看原文使用 SEC Company Facts 构建价值投资、成长投资与质量指标。
财报时点
2026年2月25日 00:00
基本面来源
SEC 公司数据
价值分
21.49
成长分
100.00
市值:US$4.91万亿
总股本:24,200,000,000
股东权益:US$1954.74亿
每股净资产:US$8.08
市盈率:41.39x
市销率:22.73x
市净率:25.11x
盈利收益率:2.45%
营收:US$2159.38亿
上期营收:US$1304.97亿
营收同比:65.47%
净利润:US$1200.67亿
上期净利润:US$728.80亿
净利润同比:64.75%
摊薄 EPS:4.9
EPS 同比:66.67%
毛利率:71.07%
营业利润率:60.38%
净利率:55.60%
ROE:61.42%
负债权益比:0.33x
价值面仍然偏贵。当前基于 SEC 数据的估值指标显示,NVDA 的市盈率为 41.39x、市销率为 22.73x、市净率为 25.11x。
成长性仍然较强。NVDA 当前的营收同比为 65.47%、净利润同比为 64.75%、EPS 同比为 66.67%、营业利润率为 60.38%。
NVIDIA 最新年度 SEC 基本面显示:营收 $215.94B、净利润 $120.07B、价值分 21.5、成长分 100.0。
把最近三年年报的规模、利润率和资本结构放进同一时间轴。
期末:2026年1月25日 00:00
营收:US$2159.38亿
营业利润:US$1303.87亿
净利润:US$1200.67亿
摊薄 EPS:4.9
营收同比:65.47%
净利润同比:64.75%
毛利率:71.07%
营业利润率:60.38%
净利率:55.60%
ROE:76.33%
期末:2025年1月26日 00:00
营收:US$1304.97亿
营业利润:US$814.53亿
净利润:US$728.80亿
摊薄 EPS:2.94
营收同比:0.00%
净利润同比:0.00%
毛利率:74.99%
营业利润率:62.42%
净利率:55.85%
ROE:91.87%
期末:2025年1月26日 00:00
营收:US$1304.97亿
营业利润:US$814.53亿
净利润:US$728.80亿
摊薄 EPS:2.94
营收同比:数据更新中
净利润同比:数据更新中
毛利率:74.99%
营业利润率:62.42%
净利率:55.85%
ROE:91.87%
NVIDIA 最近三年财报显示:营收复合增速约为 28.64%,最新年度净利率为 55.60%,核心判断是业务规模与利润质量需要结合需求兑现节奏一起看。
最新年度营收 $215.94B、净利润 $120.07B,相较三年前业务体量扩张较快。
需求侧仍在加速,最新年度营收同比约为 65.47%,说明产业需求兑现速度仍然较强。
最新年度 ROE 为 76.33%、负债权益比为 0.3,股本变化约为 -1.17%。
当前净利率约为 55.60%,利润缓冲尚可,但仍需关注资本开支、供给瓶颈与监管变化。
最近三年营收复合增速约为 28.64%。
最近三年营业利润率变化约为 -2.04 个百分点。
最新年度净利润同比约为 64.75%。
汇总主流预测市场对这家公司、行业催化剂和相关主题事件的隐含概率。
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$50.90万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$8.81万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$8.63万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$5.28万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$4.14万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$4.03万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$3.52万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$2.70万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$2.66万
未平仓
US$2.73万
流动性
US$5.30万
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$2.44万
未平仓
US$0.00
流动性
US$0.00
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$2.27万
未平仓
US$0.00
流动性
数据更新中
市场类型
二元事件
结果
Yes
隐含概率
1.00%
Volume
US$2.03万
未平仓
US$0.00
流动性
数据更新中
研究结论基于英文原始资料生成,页面说明与摘要已做中文化处理。
NVIDIA 研究骨架当前整合了 1 个市场来源、0 条 SEC 线索、2 条宏观线索、3 条新闻层线索,以及 11 个链上映射部署和 10 条关联流动性链。多源新闻层共捕获 3 条新闻,覆盖 3 个来源,标题情绪为 偏正面。 最新标题:Nvidia, Challenged by Apple, Narrowly Retains Wall Street’s Crown - WSJ。
当前市场判断以 Yahoo Finance 图表 的 $202.81 为主要锚点
宏观上下文已生效,最新捕获事项:G.17 Data for June 2026 are now available。
当前尚未捕获到 SEC 文件上下文,监管判断仍需等待后续刷新。
NVDA 当前通过 NVDAx 映射到 11 个已跟踪部署,但本轮刷新尚未拿到储备覆盖率,关联链平均流动性约为 $5.67B。
当前已有市场价格锚点,近期媒体情绪也偏正面,短期研究动能相对更强。
宏观利率、监管节奏与链上映射流动性仍然是外部约束,市场情绪可能快速切换。
先用有证据的边把需求、ETF 暴露、链上映射和经营约束串起来。
NVIDIA
节点类型:公司
NVDAx
节点类型:链上映射资产
NVIDIA
节点类型:公司
Invesco QQQ Trust
节点类型:ETF
NVIDIA
节点类型:公司
SPDR S&P 500 ETF Trust
节点类型:ETF
NVIDIA
节点类型:公司
Vanguard S&P 500 ETF
节点类型:ETF
NVIDIA
节点类型:公司
Hyperscaler GPU Buyers
节点类型:客户
NVDAx
节点类型:链上映射资产
TON
节点类型:链
NVDAx
节点类型:链上映射资产
Solana
节点类型:链
NVDAx
节点类型:链上映射资产
Ink
节点类型:链
NVDA 的主要市场价格已从 Yahoo Finance 图表 刷新至 $202.81。
信号分:75.00
美联储官方公告:G.17 Data for June 2026 are now available。原文摘要:<p>Industrial production and capacity utilization data for <a href="https://www.federalreserve.gov/releases/g17/20260717/default.htm">June 2026</a> are now available.</p><p>Industrial production (IP) ticked up 0.1 percent in June and grew at an annual rate of 4.0 percent in the second quarter. Manufacturing output was unchanged in June but rose at an annual rate of 4.7 percent in the second quarter. The indexes for mining and for utilities both grew 0.4 percent in June. At 102.6 percent of its 2017 average, total IP in June was 1.1 percent above its year-earlier level. Capacity utilization was unchanged at 76.1 percent, a rate that is 3.3 percentage points below its long-run (1972-2025) average.</p>
信号分:70.20
美联储官方公告:Updates to the Data Download Program (DDP) and DDP Data Releases。原文摘要:As part of the Board's continued efforts to streamline our data offerings, the Board plans to remove the "Build Your Package" (BYP) option from the DDP the week of November 9 in preparation for the eventual retirement of the DDP. Users who rely on the BYP option can access the data and tools through the Federal Reserve Bank of St. Louis's Federal Reserve Economic Data (FRED) or by downloading the XML format of the release now added to release pages. Learn more about the DDP and FRED partnership.
信号分:69.90
过去 7 天,NVDA 共汇总 3 条新闻,覆盖 3 个来源,最近来源包括 Forbes。
信号分:81.80
NVDA 最新捕获的新闻标题为:Nvidia, Challenged by Apple, Narrowly Retains Wall Street’s Crown - WSJ。
信号分:80.90
根据标题与摘要关键词匹配,NVDA 的近期多源新闻情绪偏向 偏正面。
信号分:80.90
当前还没有该类信号。
NVDA 的映射资产接入已覆盖 11 个跟踪网络,并包含 12 条稳定币结算路径。
信号分:88.60
NVDA 已有 8 条部署路径支持原子交换,可提升链上执行灵活性。
信号分:84.50
NVDA 当前匹配到 10 条部署网络流动性样本,流动性最高链为 Ethereum,TVL 约为 $40.67B,平均 TVL 约为 $5.67B。
信号分:73.00
NVDA 当前已跟踪到 11 个已确认链上部署。
信号分:67.90
研究页使用的原始资料与证据层。
NVDA 当前已跟踪 11 条链上映射部署。
NVDA 当前匹配到 10 条部署网络流动性样本,流动性最高链为 Ethereum,TVL 约为 $40.67B,平均 TVL 约为 $5.67B。
美联储官方公告:G.17 Data for June 2026 are now available。原文摘要:<p>Industrial production and capacity utilization data for <a href="https://www.federalreserve.gov/releases/g17/20260717/default.htm">June 2026</a> are now available.</p><p>Industrial production (IP) ticked up 0.1 percent in June and grew at an annual rate of 4.0 percent in the second quarter. Manufacturing output was unchanged in June but rose at an annual rate of 4.7 percent in the second quarter. The indexes for mining and for utilities both grew 0.4 percent in June. At 102.6 percent of its 2017 average, total IP in June was 1.1 percent above its year-earlier level. Capacity utilization was unchanged at 76.1 percent, a rate that is 3.3 percentage points below its long-run (1972-2025) average.</p>
美联储官方公告:Updates to the Data Download Program (DDP) and DDP Data Releases。原文摘要:As part of the Board's continued efforts to streamline our data offerings, the Board plans to remove the "Build Your Package" (BYP) option from the DDP the week of November 9 in preparation for the eventual retirement of the DDP. Users who rely on the BYP option can access the data and tools through the Federal Reserve Bank of St. Louis's Federal Reserve Economic Data (FRED) or by downloading the XML format of the release now added to release pages. Learn more about the DDP and FRED partnership.
美联储官方公告:Updates to the Data Download Program (DDP) and DDP Data Releases。原文摘要:As part of the Board's continued efforts to streamline our data offerings, the Board plans to remove the "Build Your Package" (BYP) option from the DDP the week of November 9 in preparation for the eventual retirement of the DDP. Users who rely on the BYP option can access the data and tools through the Federal Reserve Bank of St. Louis's Federal Reserve Economic Data (FRED) or by downloading the XML format of the release now added to release pages. Learn more about the DDP and FRED partnership.
美联储官方公告:G.17 Data for May 2026 are now available。