NVIDIA Corp.

NVDA · Nasdaq · Technology · Semiconductors

US$225.07+0.2%9月25日收盘

1M: +3.6%
6M: +34.7%
1Y: +26.6%
5Y: +905.7%

对比

NVIDIA designs computing chips, data-center systems, networking equipment, and software.

NVIDIA Corp.（NVDA）股票——这是一门好生意吗？ — InspectStocks

NVIDIA Corp.

NVDA · Nasdaq · Technology · Semiconductors

US$225.07+0.2%9月25日收盘

1M: +3.6%
6M: +34.7%
1Y: +26.6%
5Y: +905.7%

对比

NVIDIA designs computing chips, data-center systems, networking equipment, and software.

怎么赚钱

Compute & Networking: data-center computing, networking, AI software, and automotive products92%
Graphics: gaming and professional workstation graphics8%

各项收入占比是对three months ended July 26, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Data-center accelerated computing systems
Systems that combine GPUs, central processing units (CPUs), networking equipment, and software to run AI, data processing, scientific computing, and other demanding workloads.
NVIDIA AI Enterprise
Paid enterprise software for developing and running AI applications, including tools for adapting and deploying AI models.
GeForce RTX GPUs
Graphics chips for desktop and laptop computers used for video games, image creation, and some AI tasks.

再显示 3 项

GeForce NOW
A cloud gaming service that lets people play supported games streamed over the internet.
NVIDIA RTX workstation GPUs
Graphics chips used by professionals working on design, engineering, and digital content such as visual effects.
NVIDIA DRIVE
Automotive computing hardware and software for developing and running driver-assistance and autonomous-driving features.

谁在买6

Cloud service providers and large data-center operators buy directly or through equipment makers and use NVIDIA systems to provide computing services.
AI model developers buy or rent computing capacity, often through cloud providers, to train and run AI models.
Original equipment manufacturers, original design manufacturers, distributors, and system integrators buy products or assemble them into equipment for other customers.

再显示 3 项

Businesses, startups, research organizations, and public-sector buyers use NVIDIA computing for AI, data processing, science, and other workloads.
Gamers, streamers, and creators buy computers containing GeForce graphics products, often through computer makers or retailers.
Automakers and automotive suppliers work with NVIDIA on in-car computing and driver-assistance or autonomous-driving systems.

靠什么支撑，什么会击垮它

业务依赖什么

1NVIDIA designs products but relies on outside companies for semiconductor fabrication, memory, packaging, assembly, and testing; its filings describe much of its supply chain as concentrated in Asia.
2Its products depend on software support, including its CUDA development tools and applications built by outside developers and partners.
3Many data-center customers need suitable land, power, buildings, and funding before they can install NVIDIA systems; the latest quarterly report says shortages or delays in these resources could postpone deployments.

可能出什么问题

1Export controls and other government restrictions have limited sales of certain products to China; the company reported that it was effectively unable to compete in China's data-center computing market at the end of fiscal year 2026.
2A limited number of direct and indirect customers account for a significant amount of revenue, so changes in purchases by major customers or their cloud users could affect sales.
3NVIDIA relies on outside manufacturers and suppliers and makes long-term supply commitments; production delays, limited capacity, or inaccurate demand estimates can leave it short of products or with excess inventory.

完整财务报表 →

与同行业相比处在什么位置

三项评分，每一项都是相对我们在Semiconductors覆盖的 72 家公司的百分位。刻意分开而不揉成一个总分：便宜、上涨和经营得好是三件不同的事，一个数字会把它们是哪一件藏起来。

动量

34在同行业中满分 100

低于行业内多数公司

截至一个月前的 12 个月18.6%

截至一个月前的 6 个月9.1%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

48在同行业中满分 100

处于同行业中游

每单位价格对应的利润3.56%

每单位价格对应的现金2.34%

每单位价格对应的营收5.59%

每单位价格对应的资产2.90%

整个企业对应的经营利润2.47%

这些是收益率，所以数值越高越便宜——亏损的公司会排在最后，而不是被剔除。便宜不等于好：高收益率往往意味着股价是有原因才跌下来的。五项指标齐全。

资本配置

5/5克制

1 项检验未披露

资本回报率69.6%

股东回报率0.76%

股本数量，3 年-3.9%

净债务 / EBITDA-0.29x

内部人，12 个月-US$814.1M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 69.6%
债务与盈利之比现金多于债务
回馈给股东的现金每年 0.8% 用于回购和分红
三年间的股本数量三年间股本数量减少 3.9%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$814.1M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月26日。

关于NVIDIA Corp.

NVIDIA makes graphics processing units (GPUs) and related systems and software for artificial intelligence (AI), data centers, games, professional design, and cars. Its data-center systems combine GPUs with other processors, networking equipment, and software to train and run AI programs and other computing workloads. On its latest earnings call, management described AI inference—using a trained model to produce answers—as adding to demand alongside model training.

总部: Santa Clara, California
成立于: 1993
员工人数: Approximately 42,000 (fiscal year 2026-end, high)
上市于: Nasdaq
财年结束: Last Sunday in January; fiscal year 2026 ended January 25, 2026

基于 NVIDIA Corp. 自己向 SEC 提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

怎么赚钱

Compute & Networking: data-center computing, networking, AI software, and automotive products92%
Graphics: gaming and professional workstation graphics8%

各项收入占比是对three months ended July 26, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Data-center accelerated computing systems
Systems that combine GPUs, central processing units (CPUs), networking equipment, and software to run AI, data processing, scientific computing, and other demanding workloads.
NVIDIA AI Enterprise
Paid enterprise software for developing and running AI applications, including tools for adapting and deploying AI models.
GeForce RTX GPUs
Graphics chips for desktop and laptop computers used for video games, image creation, and some AI tasks.

再显示 3 项

GeForce NOW
A cloud gaming service that lets people play supported games streamed over the internet.
NVIDIA RTX workstation GPUs
Graphics chips used by professionals working on design, engineering, and digital content such as visual effects.
NVIDIA DRIVE
Automotive computing hardware and software for developing and running driver-assistance and autonomous-driving features.

谁在买6

Cloud service providers and large data-center operators buy directly or through equipment makers and use NVIDIA systems to provide computing services.
AI model developers buy or rent computing capacity, often through cloud providers, to train and run AI models.
Original equipment manufacturers, original design manufacturers, distributors, and system integrators buy products or assemble them into equipment for other customers.

再显示 3 项

Businesses, startups, research organizations, and public-sector buyers use NVIDIA computing for AI, data processing, science, and other workloads.
Gamers, streamers, and creators buy computers containing GeForce graphics products, often through computer makers or retailers.
Automakers and automotive suppliers work with NVIDIA on in-car computing and driver-assistance or autonomous-driving systems.

靠什么支撑，什么会击垮它

业务依赖什么

1NVIDIA designs products but relies on outside companies for semiconductor fabrication, memory, packaging, assembly, and testing; its filings describe much of its supply chain as concentrated in Asia.
2Its products depend on software support, including its CUDA development tools and applications built by outside developers and partners.
3Many data-center customers need suitable land, power, buildings, and funding before they can install NVIDIA systems; the latest quarterly report says shortages or delays in these resources could postpone deployments.

可能出什么问题

1Export controls and other government restrictions have limited sales of certain products to China; the company reported that it was effectively unable to compete in China's data-center computing market at the end of fiscal year 2026.
2A limited number of direct and indirect customers account for a significant amount of revenue, so changes in purchases by major customers or their cloud users could affect sales.
3NVIDIA relies on outside manufacturers and suppliers and makes long-term supply commitments; production delays, limited capacity, or inaccurate demand estimates can leave it short of products or with excess inventory.

完整财务报表 →

与同行业相比处在什么位置

动量

34在同行业中满分 100

低于行业内多数公司

截至一个月前的 12 个月18.6%

截至一个月前的 6 个月9.1%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

48在同行业中满分 100

处于同行业中游

每单位价格对应的利润3.56%

每单位价格对应的现金2.34%

每单位价格对应的营收5.59%

每单位价格对应的资产2.90%

整个企业对应的经营利润2.47%

资本配置

5/5克制

1 项检验未披露

资本回报率69.6%

股东回报率0.76%

股本数量，3 年-3.9%

净债务 / EBITDA-0.29x

内部人，12 个月-US$814.1M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 69.6%
债务与盈利之比现金多于债务
回馈给股东的现金每年 0.8% 用于回购和分红
三年间的股本数量三年间股本数量减少 3.9%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$814.1M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月26日。

关于NVIDIA Corp.

总部: Santa Clara, California
成立于: 1993
员工人数: Approximately 42,000 (fiscal year 2026-end, high)
上市于: Nasdaq
财年结束: Last Sunday in January; fiscal year 2026 ended January 25, 2026

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于NVIDIA Corp.

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于NVIDIA Corp.

成长与现金——5 项中通过 5 项