楼主:
phylen (hoho)
2023-02-23 07:14:331. 标的： NVDA.US
2. 分类： 讨论
3. 正文：
22Q4财报 （yoy %)
Revenue $6.05b, down 21%
GM 63.3%, down 2.1%
OpEx $2.58b, down 58%
Op Income $1.26b, down 53%
EPS $0.57, down 52%
DC $3.62b, +11%
Gaming $1.83b, down 46%
ProVis $226m, down 65%
Auto/Em $294m, +135%
Cash/Cash Eq $13.3b, down from $21.2b
Accounts Receivable, $3.8b, down from $4.6b
Inventory $5.1b, up from $2.6b
Other Asset $791m, up from $366m
23Q1 guidance
Q1 Revenue $6.5b, +/- 2%
GAAP GM 64.1%
GAAP OPex $2.53b
Tax rate 13.0%
https://i.imgur.com/FRXKhKJ.jpg
https://i.imgur.com/VLHKoMA.jpg
https://i.imgur.com/Tct4033.jpg
"Inventory was $5.16 billion, or DSI of 212, primarily to support the ramp of
new products in Data Center and Gaming.
库存高是为了支援后续dc/gaming新产品的量产
4. 进退场机制：(非长期投资者，必须有停损机制。讨论、心得类免填)