花旗和杰富瑞表示,H20芯片重启销售将对中国互联网数据中心行业产生积极影响。伯恩斯坦估算,英伟达在中国市场收入每恢复100亿美元,就可带来约0.25美元的EPS提升。Melius Research将英伟达目标价大幅上调43%、预计市值因H20重启销售突破5万亿美元。UBP认为这还利好整个AI半导体供应链。英伟达宣布重启H20芯片对华销售,推动中国云服务商和数据中心板块全线上涨。周一,阿里巴巴-W...
Source Link花旗和杰富瑞表示,H20芯片重启销售将对中国互联网数据中心行业产生积极影响。伯恩斯坦估算,英伟达在中国市场收入每恢复100亿美元,就可带来约0.25美元的EPS提升。Melius Research将英伟达目标价大幅上调43%、预计市值因H20重启销售突破5万亿美元。UBP认为这还利好整个AI半导体供应链。英伟达宣布重启H20芯片对华销售,推动中国云服务商和数据中心板块全线上涨。周一,阿里巴巴-W...
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