---

1. 標的：      NVDA.US

2. 分類： 討論

3. 正文：

22Q4財報 （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.
庫存高是為了支援後續dc/gaming新產品的量產

4. 進退場機制：(非長期投資者，必須有停損機制。討論、心得類免填)

--
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 125.228.79.8 (臺灣)
※ 作者: phylen 2023-02-23 07:14:33
※ 文章代碼(AID): #1Zzg7RzA (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1677107675.A.F4A.html