高盛总结英伟达GTC柏林大会三大看点,AI部署仍在正轨上推进

格隆汇
3 hours ago
高盛研究团队发布报告指出,英伟达CEO黄仁勋在GTC柏林大会发表的主题演讲对股价的即时影响预计有限,但英伟达传递的核心讯息强化了该行的判断——AI部署在可预见的未来仍在正轨上推进。 报告聚焦三大看点:英伟达供应链多个环节大幅扩产,暗示更大规模GPU出货在即;DSX POD将资料中心部署周期从数月压缩至两周;物理AI收入在2027会计年度(FY27)上半年已达110亿美元,超过2026年度全年约三成,收入多元化趋势明确。 高盛维持对英伟达的“买入”评级,12个月目标价为300美元。该行预计英伟达FY27E营收将达4127亿美元,每股盈利为9.40美元;FY28E营收将进一步增至7183亿美元,每股收益达16.70美元。

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