华泰证券维持英伟达(NVDA.US)“买入”评级，目标价245美元。Blackwell与Rubin GPU未来五季度订单指引达5000亿美元，远超预期。上调FY26-28营收及净利预测，受益于AI工厂、HPC、通信与机器人生态扩展。公司主导云端算力并延伸至工业、生物、自动驾驶及量子计算，构建全域AI布局，龙头地位稳固。
华泰证券维持英伟达(NVDA.US)“买入”评级，目标价245美元。Blackwell与Rubin GPU未来五季度订单指引达5000亿美元，远超预期。上调FY26-28营收及净利预测，受益于AI工厂、HPC、通信与机器人生态扩展。公司主导云端算力并延伸至工业、生物、自动驾驶及量子计算，构建全域AI布局，龙头地位稳固。
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