英伟达股价沉寂数月,今夜开幕的GTC能否力挽狂澜?

华尔街见闻
Yesterday

英伟达正站在一个关键节点上:多数分析师看好其基本面,但股价年内表现平平,市场疑虑尚未消散。一年一度的GTC大会从本周开幕,为这家AI芯片巨头提供了重新点燃投资者信心的最佳窗口。投资者最关心的,是公司对推理芯片的战略布局,芯片路线图的最新规划,以及晶圆、内存与光学器件的供应前景。这些信息将直接影响市场对英伟达能否在AI支出浪潮中继续领跑的判断。美银认为,市场对超大规模云厂商资本支出可持续性的疑虑,...

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