Vera Rubin处理器
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Prediction: Nvidia Will Become a $15 Trillion Company in 2030
The Motley Fool· 2025-12-17 08:05
Nvidia should continue beating the market, but investors should also expect the unexpected over the next five years.Nvidia (NVDA +0.99%) has continually surpassed market expectations. Over the last three years, the stock has come out of nowhere to become the world's largest company as measured by market cap.Even though it pulled back after reaching the $5 trillion market cap milestone, the recent $4.4 trillion market cap is massive by any measure.Despite that retreat, Nvidia stock is likely on track to reac ...
Wall Street Doubles Down On Nvidia Amid AI Stock Slump
Investors· 2025-11-14 23:27
英伟达股价近期表现 - 股价在近期市场交易中表现波动 周四大幅下挫36%至收盘价18686美元[2] 周五早盘交易中最初下跌随后横向盘整[2] - 股价下跌伴随更广泛的人工智能芯片股抛售 市场对人工智能投资存在泡沫担忧[2] 华尔街分析师观点与评级调整 - 至少四家研究机构自周三以来上调英伟达目标价 包括摩根士丹利 富国银行 Oppenheimer和Susquehanna金融集团[1] - 富国银行分析师Aaron Rakers维持增持评级 将目标价从220美元上调至265美元[2] 摩根士丹利分析师Joseph Moore将目标价从210美元上调至220美元并维持增持评级[5] 业绩预期与增长动力 - 分析师预期公司2026财年第三季度调整后每股收益为125美元 销售额为548亿美元[4] 预计每股收益和销售额同比分别增长55%和56%[4] - 富国银行分析师预计公司将超越市场一致预期 并因超大规模资本支出的持续上升势头而调高2027和2028财年预测[3] - 摩根士丹利分析师预计Blackwell处理器全面投产将带来过去几个季度最强劲的业绩 下一代Vera Rubin处理器需求非常强劲[5] 公司行业地位 - 英伟达被认定为人工智能芯片领域的领导者[1] - 公司股票被列入投资者商业日报的四份名单 IBD 50 Stock Spotlight Sector Leaders和Tech Leaders[5]