美银证券发表研究报告指，英伟达管理层在首季业绩电话会议中透露，Blackwell已全面量产，发展重回正轨，目前中国市场风险亦有所降低，公司有信心今年稍后时间毛利率可回升至约75%的水平。

美银重申对英伟达的“买入”评级，续列为首选股，基于更快的每股盈利增长预期，将2026至2028财年经调整每股盈利预测分别上调6%、2%及12%，至4.21美元、5.87美元及7.23美元，目标价从160美元上调至180美元，对应预测市盈率从28倍提升至30倍。

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