75572005
评论了
要点摘要（由AI生成）
财务表现
- 第三季度合并收入达创纪录的$296亿，同比增长86%
- AI半导体收入同比增长221%，环比增长54%，达到$167亿
- 营业利润同比增长92%，营业利润率创下68%的纪录
- 非GAAP每股收益为$3.32，同比增长96%
业务亮点
- 向Anthropic和谷歌大规模交付Ironwood TPU第七版
- 开始量产……
财务表现
- 第三季度合并收入达创纪录的$296亿，同比增长86%
- AI半导体收入同比增长221%，环比增长54%，达到$167亿
- 营业利润同比增长92%，营业利润率创下68%的纪录
- 非GAAP每股收益为$3.32，同比增长96%
业务亮点
- 向Anthropic和谷歌大规模交付Ironwood TPU第七版
- 开始量产……
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551
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75572005
留下了心情并评论了
要点摘要（由AI生成）
财务表现
- 截至2027财年第二季度创纪录营收$27.39亿，环比增长13%，同比增长37%
- 非GAAP每股收益为$0.94，超出指引中值，同比增长40%
- 数据中心营收达$21.7亿（占总收入的79%），环比增长18%，同比增长46%
- 非GAAP毛利率为58.9%，非GAAP营业利润率为36.6%（同比提升180个基点）
业务亮点
- 扩展了与主要超大规模客户的商业协议及认股权证……
财务表现
- 截至2027财年第二季度创纪录营收$27.39亿，环比增长13%，同比增长37%
- 非GAAP每股收益为$0.94，超出指引中值，同比增长40%
- 数据中心营收达$21.7亿（占总收入的79%），环比增长18%，同比增长46%
- 非GAAP毛利率为58.9%，非GAAP营业利润率为36.6%（同比提升180个基点）
业务亮点
- 扩展了与主要超大规模客户的商业协议及认股权证……
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316
3
财报有好有坏，貌似只有铁鹰式期权能赚钱
$迈威尔科技 (MRVL.US)$ 现在跌反而稳，量化机器人打单低吸，挺好
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75572005 : 看懂了吗，故意拉高股价在撤离