知名投行奥本海默日前重申对英伟达(NVDA)股票的"跑赢大盘"评级。这份最新评级报告于7月15日美东时间14时03分（格林威治时间18时03分）发布，延续了该机构对这家芯片巨头的乐观立场。
分析师指出，维持评级决定基于英伟达在人工智能计算领域的持续领先优势。其GPU产品在数据中心市场的强劲需求，以及新兴的自动驾驶、元宇宙等应用场景的拓展潜力，构成了业绩增长的坚实支撑。当前全球AI基础设施建设的加速推进，更使英伟达处于产业浪潮的核心位置。
此次评级确认正值半导体行业经历结构性调整之际。尽管部分芯片企业面临库存压力，但英伟达凭借技术壁垒和生态优势，展现出较强的抗周期能力。奥本海默的分析凸显了专业机构对英伟达战略布局的持续看好，也反映出市场对其长期价值的共识。
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