美银分析师Vivek Arya团队更新了英伟达研报。
该机构测算2027财年下半年Vera CPU销售额有望达200亿美元；下一财年产品年化营收规模将突破500亿美元，英伟达有望跻身全球头部服务器CPU供应商。
Arya在研报中写道：“英伟达硬件护城河持续拓宽，可触达市场从传统GPU机架，延伸至CPU、光电互联、存储安全、企业软件，如今再新增个人AI PC赛道。”
分析师测算，搭载RTX Spark的产品对标苹果Mac Mini与MacBook Pro，瞄准高端Windows市场前10%客群，年出货量有望达2500万~3000万台。
美银维持英伟达买入评级，目标价350美元，定价依据为2027年剔出现金后市盈率26倍，落在英伟达历史远期市盈率区间25~56倍之内。
责任编辑：陈钰嘉
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