林克斯资本下调了对英伟达的评级立场虽维持 160 美元的目标股价但警告该股走势可能趋于疲软。该机构给出的理由包括:基于英

智通财经
Aug 27
林克斯资本下调了对英伟达的评级立场虽维持 160 美元的目标股价但警告该股走势可能趋于疲软。该机构给出的理由包括:基于英伟达 GB200 平台运行的 GPT-5 早期市场反响不佳 —— 这引发了市场对(英伟达相关产品)需求的担忧;此外出口关税范围可能扩大。尽管市场预计英伟达短期业绩指引将表现强劲但林克斯资本认为其长期风险已超过上行空间因此决定暂持观望立场。

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