在硅谷的科技叙事中，很少有一家公司能像英伟达（NVIDIA）这样，连续数年让全球投资者在“恐高”与“信仰”之间反复横跳。2026年2月初，尽管英伟达股价在经历了一段盘整期后显得有些意兴阑珊，但瑞银（UBS）发布的一份长达30页的深度研报，却用一连串令人咋舌的财务数据和供应链实证，给市场注入了一剂强心针。瑞银不仅将英伟达的目标价从235美元上调至245美元，更通过对台积电产能的“显微镜式”调研，揭示...
Source Link在硅谷的科技叙事中，很少有一家公司能像英伟达（NVIDIA）这样，连续数年让全球投资者在“恐高”与“信仰”之间反复横跳。2026年2月初，尽管英伟达股价在经历了一段盘整期后显得有些意兴阑珊，但瑞银（UBS）发布的一份长达30页的深度研报，却用一连串令人咋舌的财务数据和供应链实证，给市场注入了一剂强心针。瑞银不仅将英伟达的目标价从235美元上调至245美元，更通过对台积电产能的“显微镜式”调研，揭示...
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