格隆汇1月19日｜杰富瑞发表研究报告，将英伟达的目标价由250美元上调至275美元，重申“买入”评级。分析师Blayne Curtis表示，看好英伟达的Blackwell芯片与Rubin平台，认为这两项产品将成为公司未来的重要增长动能。在基本情境下，分析师预期英伟达将持续稳坐资料中心加速运算解决方案的主导供应商地位，同时其游戏业务的整体潜在市场(TAM)也将以双位数的年复合成长率(CAGR)扩张。
Source Link格隆汇1月19日｜杰富瑞发表研究报告，将英伟达的目标价由250美元上调至275美元，重申“买入”评级。分析师Blayne Curtis表示，看好英伟达的Blackwell芯片与Rubin平台，认为这两项产品将成为公司未来的重要增长动能。在基本情境下，分析师预期英伟达将持续稳坐资料中心加速运算解决方案的主导供应商地位，同时其游戏业务的整体潜在市场(TAM)也将以双位数的年复合成长率(CAGR)扩张。
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