伯恩斯坦在一份研究报告中表示，英伟达即将推出的Vera Rubin平台可能进一步扩大其在人工智能硬件领域的领先地位。伯恩斯坦维持对英伟达的买入评级和300美元的目标价。该机构表示，计划于2026年下半年开始出货的新平台，其推理性能可能比当前系统提升约5倍，训练性能提升3.5倍。
英伟达还得到了伯恩斯坦对其需求依然强劲的观点的支撑。报告指出，订单已延伸至2027年，公司更新的展望暗示营收路径约为5000亿美元，高于当前市场一致预期。
该机构还认为，英伟达的估值仍然合理。报告称，该股交易价格约为预期2027年盈利的15倍，低于行业平均水平，而华尔街整体对英伟达保持强烈买入观点。报告认为，投资者继续将英伟达视为AI芯片领域的主要赢家。
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