2月21日消息,据wccftech报道,汇丰银行分析师 Frank Lee近日以GB200 的“供应链问题”依然存在为由,将他对英伟达“2026 财年 NVL 机架式服务器出货量预测从3.5万台降至3万台,同时下调了英伟达的目标股价从 185 美元下调至175 美元,虽然仍保持了“买入”评级。Frank Lee指出,英伟达能够“在 2026 财年上半年通过 B200 GPU 出货量的增长来抵消较慢...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.