美股异动|英伟达涨超1.3%,管理层透露70%增长目标并非上限

格隆汇
Yesterday
英伟达(NVDA.US)涨超1.3%,最高触及220.29美元。 消息面上,摩根大通在最新报告中指出,在最近的投资者会议上,英伟达管理层明确表示,FY28同比增长70%的框架并非需求端的上限;如果不受供应约束,业务增速本可以超过100%。 针对市场关于“循环融资”的担忧,管理层回应称,相关融资安排规模和上限均受到控制,其基础仍是强劲的终端需求、生态系统回报以及最终算力采购方的信用能力。(格隆汇)

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