芯片公司，估值有望達到6萬億美元

半導體芯聞

2025/06/26

如果您希望可以時常見面，歡迎標星收藏哦~來源：內容來自wccftech。在最近的一篇文章中指出，NVIDIA 似乎已經消除了幾乎所有的近期看跌催化劑，這促使一些駐波士頓的對沖基金經理提出了一個反問：是什麼阻礙了該股的突破？現在，Loop Capital 分析師 Ananda Baruah 也加入了這一看漲行列，將 NVIDIA 股票的目標價定為250 美元，這意味着其市值將達到 6 萬億美元！...

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18:14","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2546787938","market":"us","top_or_hot":-1,"title":"芯片公司，估值有望達到6萬億美元","media":"半導體芯聞","content":"<div>\n<p>如果您希望可以時常見面，歡迎標星 收藏哦~來源：內容來自wccftech。在最近的一篇文章中指出，NVIDIA 似乎已經消除了幾乎所有的近期看跌催化劑，這促使一些駐波士頓的對沖基金經理提出了一個反問：是什麼阻礙了該股的突破？現在，Loop Capital 分析師 Ananda Baruah 也加入了這一看漲行列，將 NVIDIA 股票的目標價定為250 美元，這意味着其市值將達到 6 萬億美元！...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626192901a4bf1aec&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片公司，估值有望達到6萬億美元</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626192901a4bf1aec&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626192901a4bf1aec&s=b\">半導體芯聞</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDS.UK","symbol_name":"LS -1X NVIDIA","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626192901a4bf1aec&s=b","article_id":"2546787938","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626192901a4bf1aec&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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15%。這與NVIDIA在其2026年第一季度財報電話會議上的聲明相符，NVIDIA當時宣稱其已經預見到「數十吉瓦」的AI基礎設施項目。需要注意的是，NVIDIA已經披露，每建設一個吉瓦的AI基礎設施，其收入將在400億至500億美元之間。瑞銀(UBS)表示，假設保守的訂單量為20吉瓦，那麼這將為NVIDIA帶來1萬億美元的收入。回過頭來看，Baruah 認為 NVIDIA 即將到來的下一階段的增長將由超大規模、主權 AI 數據中心、生成 AI 和基於 AI 的加速計算推動。請記住，美國銀行的 Vivek Arya 對整個人工智能市場的展望更加謹慎，預計到 2030 年全球數據中心的總市場規模僅為1 萬億美元左右。因此，Loop Capital 現在預計 NVIDIA 在 2025 年的 GPU 出貨量將達到 650 萬台，2026 年將達到 750 萬台，平均銷售價格將超過 40,000 美元。另一方面，Baruah承認，NVIDIA 有可能實現這些數字，但仍無法達到 6 萬億美元的高估值，這是因為其 30 倍市盈率受到壓縮，而這在過去 36 個月左右一直是 NVIDIA 的常態。參考鏈接https://wccftech.com/loop-capital-nvidia-nvda-heading-to-a-6-trillion-valuation/點這裏 加關注，鎖定更多原創內容","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}