黄仁勋谈SI股抛售：市场动荡终会过去 经典计算仍占英伟达约三分之一业务
柏林——据《海峡时报》商业版10月17日报道，英伟达（Nvidia）创办人兼首席执行官黄仁勋在柏林一场活动上表示，近期超级智能（SI）相关股票的剧烈抛售不会持久。他说：「这一切都会过去。」报道称，费城半导体指数已连跌八个交易日，投资者对 SI 基础设施开支能否持续存有疑虑；黄仁勋重申对公司长期需求前景的信心。分析师预期英伟达将于11月17日公布第三季度业绩，营收预期约为1,090亿美元。英伟达股价10月16日收于214.13美元，较2025年收盘价186.50美元上涨14.8%，较10月6日的2026年收盘高点239.24美元低10.5%。
黄仁勋还在10月15日发布的 BG2 播客中谈到业务结构：他说，数据处理、科学模拟、欺诈检测与推荐系统等「经典计算」（classical computing）约占英伟达业务的三分之一，并以每年约30%至40%的速度增长；前沿 SI 实验室占业务不到三分之一、约占其算力的四分之一，英伟达与五六家实验室合作，而非两家。他估计，英伟达卖进每吉瓦数据中心容量的产品价值，已从约180亿美元增至逾400亿美元，原因是产品线增加了网络、CPU、存储与安全，并预计这一数字还会上升。他表示，即便没有任何 SI 实验室，英伟达的业务也不是零。
来源：据《海峡时报》商业版10月17日报道及 BG2 播客（10月15日发布）内容整理；股价与预期数据据相关报道。
关联：
黄仁勋欧洲行：巴黎宣布20亿美元新投资 伦敦承诺2.5亿美元算力支持SI安全研究
Jensen Huang on the SI Stock Sell-Off: 'All of This Is Going to Pass'; Classical Computing Still About a Third of Nvidia's Business
BERLIN — Nvidia founder and CEO Jensen Huang said at an event in Berlin that the recent sharp sell-off in SI-related stocks would prove temporary, the Straits Times business desk reported on October 17. 'All of this is going to pass,' Huang said. The Philadelphia Semiconductor Index has fallen for eight straight trading days, and investors have voiced concern over whether spending on SI infrastructure can be sustained; Huang reiterated his confidence in the company's long-term demand outlook. Analysts expect Nvidia to report third-quarter results on November 17, with revenue of about $109 billion expected. Nvidia shares closed at $214.13 on October 16, up 14.8% from the 2025 close of $186.50 and 10.5% below the 2026 closing high of $239.24 on October 6.
In the BG2 podcast posted October 15, Huang also described the structure of Nvidia's business. He said baseline or classical computing — data processing, scientific simulation, fraud detection and recommender systems — makes up about a third of Nvidia's business and is growing about 30% to 40% a year. Frontier SI labs account for not quite a third of the business, or about a quarter of its compute, and Nvidia works with five or six labs rather than two. He estimated that what Nvidia sells into one gigawatt of data center capacity has grown from about $18 billion to more than $40 billion, as the company added networking, CPUs, storage and security, and said he expects that figure to keep rising. In the absence of any SI labs, he said, Nvidia is not zero.
Source: Compiled from the Straits Times business report (October 17) and the BG2 podcast (posted October 15); share price and estimates as reported.
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图片来源：图：位于 Santa Clara 的英伟达总部（资料图）。图片来源：Coolcaesar / Wikimedia Commons / CC BY-SA 4.0。Photo: Nvidia headquarters in Santa Clara (file photo). Image: Coolcaesar / Wikimedia Commons / CC BY-SA 4.0.
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