恩维迪亚预计到2027年GPU订单将达到1万亿美元,是之前估算的两倍,但由于增长担忧,2026年的股票价格下跌7%. Nvidia forecasts $1 trillion in GPU orders by 2027, doubling previous estimates, but stock drops 7% in 2026 amid growth concerns.

公司预计到2027年, GPU订单将达到1万亿美元. 这一增长得益于Blackwell和即将推出的Vera Rubin平台的支持, 将使之前销售预测翻番, 并超过华尔街9500亿美元估算. Nvidia CEO Jensen Huang announced the company expects $1 trillion in GPU orders by 2027, fueled by the Blackwell and upcoming Vera Rubin platforms, doubling prior sales forecasts and exceeding Wall Street’s $950 billion estimate. 尽管前景乐观,但Nvidia的股价在2026年下跌了近7%,原因是投资者对人工智能支出可持续性,企业债务上升以及维持4.2万亿美元市值增长的挑战. Despite the optimistic outlook, Nvidia’s stock has dropped nearly 7% in 2026 due to investor concerns over the sustainability of AI spending, rising corporate debt, and the challenge of sustaining growth at a $4.2 trillion market cap. 分析师指出, 如果股票价值翻倍, 就需要9万亿美元的估值, 而从恢复向中国销售H200芯片以及各行业强需求来看, Analysts note that doubling the stock’s value would require a $9 trillion valuation, while potential upside remains from resumed H200 chip sales to China and strong demand across industries.