Melius Research分析师报告指出,H20开放销售给中国市场,这不仅代表英伟达2026会计年度下半年的营收将加速成长,也为2027会计年度上半年成长的如虎添翼,成为比先前市场共识(仅成长 26%)更大的成长年度。不意外英伟达在2026会计年度第4季前,所有或大部分因中国销售损失的每季80亿美元营收都能完全回归。上修英伟达目标价至235美元,市值将达到5.73万亿美元。分析师说,中国是具备...
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