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英伟达（NVDA）股票：亚马逊AI合作与强劲财报支撑反弹

2026-09-16 00:11:21
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TLDR

Amazon expands cooperation with dia, Ordering a large number of processors

Strong earnings reports further confirm Nvidia's growth prospects

Technical signals after Monday's sell-off remain important

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On Tuesday, Nvidia shares rebounded to $212.95, or 1.99%, after falling for five consecutive days in regular trading. The rebound was driven by strong quarterly results and Amazon's large processor orders, which further consolidated demand in Nvidia's core markets. Monday's sell-off and Wednesday's Fed decision will still affect the stock's short-term move ahead of the policy announcement.

Amazon expands cooperation with Nvidia, ordering large number of processors

Amazon has strengthened its partnership with Nvidia by ordering two million processors for its expanding warehouse robots business. The retailer has also adopted Nvidia's full-stack physical computing platform to support automated operations of its large global logistics network. This agreement brings another major customer to Nvidia as demand expands from traditional data center work and cloud systems to a wider range of areas.

随着大型企业增加在先进计算系统和自动化方面的支出，这笔亚马逊交易为英伟达开辟了另一个增长渠道。仓库自动化需要强大的处理能力，而亚马逊继续在其履行和分销网络中扩展机器人技术。因此，除了其在加速计算和数据中心的既定地位外，英伟达还获得了在工业系统中的额外曝光度。

此外，在市场争论人工智能基础设施和电力需求的规模及速度之际，该合作伙伴关系应运而生。由于安全、能源使用和更广泛的经济担忧，行业领袖呼吁采取较慢的开发标准。亚马逊的订单表明，大型企业仍在向英伟达驱动的计算系统和自动化项目投入巨额预算。

强劲的财报进一步印证了英伟达的增长前景

英伟达报告的调整后第二季度每股收益为 2.22 美元，高于华尔街对该时期 2.08 美元的预估。季度收入达到 960 亿美元，超过了 920 亿美元的预估，较去年同期增长了 106%。调整后收益也增加了约 120%，显示出英伟达核心业务和主要客户类别的持续强劲表现。

管理层预计当前季度的收入将达到 1080 亿美元，在财报发布后，这一预期比市场期望高出约 30 亿美元。这一展望反映了来自数据中心、云服务提供商以及跨多个行业扩大先进计算能力的公司的持续需求。英伟达预计直到 2028 财年供应都将受限，因为生产仍低于关键处理器的总客户需求。

英伟达预计目前的供应量只能满足约 70% 的需求，这给英伟达的生产管道和交付时间表带来了压力。Needham 在报告后将第三季度预测上调至每股收益 2.46 美元，销售额为 1090 亿美元。在审查英伟达的最新结果、指导和需求趋势后，该公司维持了买入评级和 300 美元的目标价。

周一抛售后的技术信号依然重要

在周一成交量较大的急剧下跌中，英伟达股价跌至 227.92 美元的杯柄形态买入点以下 7% 以上。随着整个交易时段抛压增加，该股也跌破了其 50 日移动平均线。在触发两个明确的卖出信号后，周二的反弹将股价推回至该关键技术水平附近。

尽管近期价格走势疲软且机构需求在过去几周有所减弱，但英伟达仍持有强劲的基本面评级。根据 IBD 衡量标准，其每股收益评级为 99，综合评级保持在 90。其累积/分布评级为 E，显示大型基金最近减少了对该股的持仓。

According to Investor's Business Daily MarketSurvey data on institutional holdings, the fund owns approximately 42% of Nvidia's outstanding shares. The stock rose 10% in August, its strongest monthly gain since April, and its 12-month relative performance was still not outstanding enough. Currently, strong results and Amazon demand are supporting the rebound, and a more solid technology recovery remains the next major obstacle.

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