花旗——英伟达——新一代AI推理模型将推动2026年推理及内存需求增长(附下载)

外资精华观点
Dec 13, 2025

免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载花旗——英伟达(NVIDIA Corp.,NVDA.US)——新一代AI推理模型将推动2026年推理及内存需求增长精华翻译核心观点:花旗维持英伟达“买入”评级,目标价270美元,较2025年12月5日182.41美元的收盘价隐含48%的上涨空间。AWS、谷歌近期推出的新一代AI内存相关功能,叠加英伟达Rubin CPX GPU的...

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