{"id":1364,"date":"2025-06-02T13:41:11","date_gmt":"2025-06-02T13:41:11","guid":{"rendered":"https:\/\/atconsulting.hu\/?p=1364"},"modified":"2025-11-20T15:00:25","modified_gmt":"2025-11-20T15:00:25","slug":"nvidia-rekordbevetelek-es-uj-kihivasok","status":"publish","type":"post","link":"https:\/\/atconsulting.hu\/index.php\/2025\/06\/02\/nvidia-rekordbevetelek-es-uj-kihivasok\/","title":{"rendered":"NVIDIA: Rekordbev\u00e9telek \u00e9s \u00faj kih\u00edv\u00e1sok!"},"content":{"rendered":"\n<p>Az NVIDIA legfrissebb, 2026-os p\u00e9nz\u00fcgyi \u00e9v els\u0151 negyed\u00e9v\u00e9re vonatkoz\u00f3 jelent\u00e9se <strong>ism\u00e9t leny\u0171g\u00f6z\u0151 eredm\u00e9nyeket mutatott<\/strong>, mik\u00f6zben \u00faj kih\u00edv\u00e1sokkal is szembes\u00fclt a glob\u00e1lis piacon.<\/p>\n\n\n\n<p><strong>\ud83d\udcc8 Rekordbev\u00e9telek<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u00d6sszbev\u00e9tel:<\/strong> 44,1 milli\u00e1rd doll\u00e1r, ami 12%-os n\u00f6veked\u00e9st jelent az el\u0151z\u0151 negyed\u00e9vhez k\u00e9pest, \u00e9s 69%-os emelked\u00e9st az el\u0151z\u0151 \u00e9v azonos id\u0151szak\u00e1hoz viszony\u00edtva.<\/li>\n\n\n\n<li><strong>Adatk\u00f6zponti bev\u00e9tel:<\/strong> 39,1 milli\u00e1rd doll\u00e1r, 10%-os negyed\u00e9ves \u00e9s 73%-os \u00e9ves n\u00f6veked\u00e9ssel.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\ud83c\udfae Gaming Szegmens Er\u0151s\u00f6d\u00e9se<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bev\u00e9tel:<\/strong> 3,8 milli\u00e1rd doll\u00e1r, ami <strong>48%-os n\u00f6veked\u00e9st jelent<\/strong> az el\u0151z\u0151 negyed\u00e9vhez k\u00e9pest, \u00e9s 42%-os emelked\u00e9st az el\u0151z\u0151 \u00e9v azonos id\u0151szak\u00e1hoz viszony\u00edtva.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u26a0\ufe0f Kih\u00edv\u00e1sok a K\u00ednai Piacon<\/strong><\/p>\n\n\n\n<p>Az Egyes\u00fclt \u00c1llamok korm\u00e1nya \u00faj exportkorl\u00e1toz\u00e1sokat vezetett be az NVIDIA H20 term\u00e9keire K\u00edn\u00e1ban, ami 4,5 milli\u00e1rd doll\u00e1ros le\u00edr\u00e1st eredm\u00e9nyezett a felesleges k\u00e9szletek miatt. Ez a l\u00e9p\u00e9s jelent\u0151s hat\u00e1ssal volt a brutt\u00f3 \u00e1rr\u00e9sre, amely 60,5%-ra cs\u00f6kkent a GAAP szerint.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\ud83d\udd2e El\u0151retekint\u00e9s<\/strong><\/p>\n\n\n\n<p>Az NVIDIA <strong>a k\u00f6vetkez\u0151 negyed\u00e9vre 45 milli\u00e1rd doll\u00e1ros bev\u00e9telt prognosztiz\u00e1l<\/strong>, \u00b12%-os elt\u00e9r\u00e9ssel. A v\u00e1llalat c\u00e9lja, hogy az \u00e9v v\u00e9g\u00e9re el\u00e9rje a 70% feletti brutt\u00f3 \u00e1rr\u00e9st, mik\u00f6zben folytatja beruh\u00e1z\u00e1sait a mesters\u00e9ges intelligencia \u00e9s adatk\u00f6zponti technol\u00f3gi\u00e1k ter\u00e9n. Az Nvidia sikeres negyed\u00e9ves jelent\u00e9se pozit\u00edv hat\u00e1ssal volt a c\u00e9g r\u00e9szv\u00e9nyeire.\u00a0<strong>A r\u00e9szv\u00e9ny\u00e1rfolyam emelkedett, ami a befektet\u0151k bizalm\u00e1t t\u00fckr\u00f6zi.<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\ud83d\udccc Tov\u00e1bbi Inform\u00e1ci\u00f3k<\/strong><\/p>\n\n\n\n<p>A r\u00e9szletes p\u00e9nz\u00fcgyi jelent\u00e9s el\u00e9rhet\u0151 az NVIDIA hivatalos oldal\u00e1n:<\/p>\n\n\n\n<p>\ud83d\udd17 <a class=\"\" href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-announces-financial-results-for-first-quarter-fiscal-2026\">NVIDIA P\u00e9nz\u00fcgyi Jelent\u00e9s \u2013 2026 Q1<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Az NVIDIA legfrissebb, 2026-os p\u00e9nz\u00fcgyi \u00e9v els\u0151 negyed\u00e9v\u00e9re vonatkoz\u00f3 jelent\u00e9se ism\u00e9t leny\u0171g\u00f6z\u0151 eredm\u00e9nyeket mutatott, mik\u00f6zben \u00faj kih\u00edv\u00e1sokkal is szembes\u00fclt a glob\u00e1lis piacon. \ud83d\udcc8 Rekordbev\u00e9telek \ud83c\udfae Gaming Szegmens Er\u0151s\u00f6d\u00e9se \u26a0\ufe0f Kih\u00edv\u00e1sok a K\u00ednai Piacon Az Egyes\u00fclt \u00c1llamok korm\u00e1nya \u00faj exportkorl\u00e1toz\u00e1sokat vezetett be az NVIDIA H20 term\u00e9keire K\u00edn\u00e1ban, ami 4,5 milli\u00e1rd doll\u00e1ros le\u00edr\u00e1st eredm\u00e9nyezett a felesleges k\u00e9szletek [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1365,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[13,12,14,22],"class_list":["post-1364","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-13","tag-adozas","tag-befektetes","tag-reszveny"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>NVIDIA: Rekordbev\u00e9telek \u00e9s \u00faj kih\u00edv\u00e1sok! 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