花旗发表报告指，英伟达公布第二财季465亿美元及第三财季540亿美元的销售额符合投资者预期。毛利率指引73.5%成为亮点，与花旗预期一致且较市场预期高出70个基点，预计年末毛利率将维持于约75%。英伟达预期至2030年底AI基础设施支出将达3至4万亿美元，对比花旗及市场对2029年2.3万亿美元的预测。该行认为数据中心销售(含中国市场排除影响)仍有上行空间，因英伟达已获得部分中国客户的出口许可，虽未纳入当前指引，但可能带来每季度20至50亿美元的潜在机会。 该行将英伟达2025及26财年每股盈利预测分别上调2%及10%，反映每周GB300机柜产能增加10%(即10万台)及网络设备配套率提升。该行将其目标价由190美元上调至210美元，评级“买入”。
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