华尔街提振了英伟达的前景,理由是尽管存在贸易逆风,但人工智能仍占据主导地位,增长强劲。
Wall Street boosts Nvidia’s outlook, citing AI dominance and strong growth despite trade headwinds.
Mizuho将Nvidia的价格目标提高到225美元, 在对该公司AI芯片支配地位的信心不断增强的情况下,
Mizuho raised Nvidia’s price target to $225, maintaining a "buy" rating amid growing confidence in the company’s AI chip dominance.
HSBC将Nvidia升级为“买家”并设定了320美元的目标,以需求强劲、客户基础扩大以及预计到2027年GPU产量将增加140%为例。
HSBC upgraded Nvidia to "buy" and set a $320 target, citing strong demand, a broadening customer base, and a projected 140% increase in GPU production by 2027.
分析家强调Nvidia在数据中心、创新和与TSMC、Eaton和ABB等公司的伙伴关系的领导地位。
Analysts highlight Nvidia’s leadership in data centers, innovation, and partnerships with firms like TSMC, Eaton, and ABB.
尽管存在短期贸易挑战,但长期增长前景依然强劲,华尔街的共识是支持Nvidia作为顶尖的AI游戏。
Despite near-term trade challenges, long-term growth prospects remain strong, with Wall Street consensus favoring Nvidia as a top AI play.