Citi are feeling more bullish about semiconductors, lifting their price targets for Nvidia (NASDAQ: NVDA)  and AMD as the AI race intensifies.Nvidia saw its price target raised to $190 from $180, with Citi reiterating a Buy rating. The updated outlook comes from analyst Atif Malik, who now expects the 2028 total addressable market for AI data center semiconductors to reach $563 billion. That’s up from the firm’s previous estimate of $500 billion and reflects stronger-than-expected sovereign investment in AI ...

公司表现与股价动态 - 英伟达股价在过去两年飙升超过800%，主要得益于其在人工智能领域的领先地位和爆炸性盈利增长[1] - 2024年初公司股价随科技板块整体下滑，跌幅近30%，主要受美国进口关税和芯片出口管制影响[2][3] - 自4月低点后股价反弹超60%，同期标普500和纳斯达克指数均创历史新高[3] 业务转型与技术优势 - 公司最初以游戏GPU闻名，后通过CUDA平台将芯片应用扩展至AI等多元领域[5] - GPU并行计算能力成为开拓AI市场的关键，推动收入呈指数级增长[6] - 近期毛利率维持在70%以上，仅因出口管制相关费用导致上季度暂时下滑至60%[8] 估值与增长催化剂 - 当前远期市盈率36倍，较数月前的50倍显著下降，估值更具吸引力[9] - 贸易谈判进展可能降低关税预期，利好英伟达等成长股表现[10] - 大客户（Meta、Alphabet等）强劲的资本支出计划及Blackwell平台新品发布将支撑下季度收入[11] 产品路线图与行业前景 - 按年度更新节奏，Blackwell Ultra芯片将于下半年推出，可能成为新股价催化剂[12] - 全球AI基础设施需求持续爆发，AI代理等新应用阶段即将展开，市场规模预计达万亿美元级[13] - 尽管面临对华销售限制等挑战，多元增长驱动因素仍将持续推高盈利[14][15]

Acer, ASUS, Dell Technologies, GIGABYTE, HP, Lenovo and MSI Build NVIDIA DGX Spark, DGX Station Personal Systems for AI Developers, Researchers and Data Scientists DGX Spark / DGX Station NVIDIA DGX Spark and DGX Station systems enable developers to prototype, fine-tune and run inference on models from the desktop to the data center. TAIPEI, Taiwan, May 18, 2025 (GLOBE NEWSWIRE) -- COMPUTEX -- NVIDIA today announced that Taiwan’s leading system manufacturers are set to build NVIDIA DGX Spark and DGX Stat ...

Chipmaker Nvidia is reportedly working to lessen its dependency on Big Tech.The company is doing this by forging new partnerships to sell artificial intelligence (AI) to national governments, corporations and challengers to companies like Google, Amazon and Microsoft, the Financial Times (FT) reported Sunday (May 18).The report came days after Nvidia announced a multibillion-dollar U.S. chip deal with Saudi Arabia’s Humain, while the United Arab Emirates announced plans to build one of the world’s largest d ...