尽管伊朗战争导致供应链成本上升, 但Nvidia预计将超过第一季度的预期. Nvidia anticipates beating Q1 expectations despite higher supply chain costs from the Iran war.

由于伊朗战争导致石油价格上,因而Nvidia面临更高的供应链成本. 这也扰乱了通过霍尔木兹海峡的航运. Nvidia faces higher supply chain costs due to rising oil prices from the Iran war, which disrupts shipping through the Strait of Hormuz. 虽然运输成本的增加可能会压低利率,但该公司高利能力和AI市场占主导地位可能使其能够将费用转嫁给客户. While increased transportation expenses could pressure margins, the company's high profitability and dominant AI market position may allow it to pass costs to customers. 尽管市场波动较大,Nvidia预计第一季度业绩将超过预期. Nvidia anticipates beating expectations for its first-quarter results despite the broader market volatility.