华尔街对英伟达创纪录季报的深度解读

投资观察02-26 21:13

华尔街对英伟达的期望值正持续攀升至新高度。

这家AI芯片巨头周三公布季度利润激增94%并创下营收纪录后，证券分析师们火速上调了对英伟达销售和盈利增长的预测。以下是来自华尔街的前沿观点：

——韦德布什证券的丹·艾夫斯作为坚定的AI乐观派，将这份财报形容为"如同见证迈克尔·乔丹在芝加哥公牛队初露锋芒的岁月"。他指出，数据显示市场对英伟达芯片的需求比预期更为强劲，预计公司市值有望在明年突破6万亿美元大关。截至周三收盘，英伟达市值已达4.8万亿美元。

——摩根大通将目标股价上调至每股265美元，并强调市场对Meta和亚马逊等巨头无法维持AI投资力度的担忧实属过虑。英伟达周三收盘价报195.56美元。

——萨斯奎汉纳国际集团的克里斯托弗·罗兰德团队认为英伟达本季度表现超预期，预计公司将加速资本开支。该机构预测，在2027年初结束的财年中，英伟达运营支出将接近翻倍至300亿美元，同时保持利润率稳定。

——KeyBanc资本市场的约翰·温原预期英伟达本季度数据中心收入会有更强劲表现，但仍称整体业绩令人鼓舞。该投行现预计英伟达年营收有望在2028年逼近5000亿美元。

——D.A.戴维森的吉尔·卢里亚指出，财报显示芯片需求未见疲态。"在可预见的未来，我们根本看不到计算需求放缓的迹象，"他在报告中写道。

——班契马克公司的科迪·阿克里关注到市场反应相对平淡，认为投资者"已逐渐将此类卓越财报视为常态，而非昔日的突出表现"。

本文为华尔街日报实时报道系列内容之一，完整直播可通过搜索代码P/WSJL获取。

（完）道琼斯通讯社

2026年2月26日 08:02 ET（13:02 GMT）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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report","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVIW.SI":1,"3NVD.UK":1,"SNVD.UK":1,"NVDA":1,"NVDU":1,"ANV":1,"NVII":1,"NVDS.UK":1,"NVDG":1,"NVD":1,"NVDB":1,"NVDS":1,"NVD3.UK":1,"NVDD":1,"DIPS":1,"NVDQ":1,"NVD2.UK":1,"NVDX":1,"NVDY":1,"2NVD.UK":1,"NVDL":1,"NVDW":1},"content_text":"华尔街对英伟达的期望值正持续攀升至新高度。\n这家AI芯片巨头周三公布季度利润激增94%并创下营收纪录后，证券分析师们火速上调了对英伟达销售和盈利增长的预测。以下是来自华尔街的前沿观点：\n——韦德布什证券的丹·艾夫斯作为坚定的AI乐观派，将这份财报形容为\"如同见证迈克尔·乔丹在芝加哥公牛队初露锋芒的岁月\"。他指出，数据显示市场对英伟达芯片的需求比预期更为强劲，预计公司市值有望在明年突破6万亿美元大关。截至周三收盘，英伟达市值已达4.8万亿美元。\n——摩根大通将目标股价上调至每股265美元，并强调市场对Meta和亚马逊等巨头无法维持AI投资力度的担忧实属过虑。英伟达周三收盘价报195.56美元。\n——萨斯奎汉纳国际集团的克里斯托弗·罗兰德团队认为英伟达本季度表现超预期，预计公司将加速资本开支。该机构预测，在2027年初结束的财年中，英伟达运营支出将接近翻倍至300亿美元，同时保持利润率稳定。\n——KeyBanc资本市场的约翰·温原预期英伟达本季度数据中心收入会有更强劲表现，但仍称整体业绩令人鼓舞。该投行现预计英伟达年营收有望在2028年逼近5000亿美元。\n——D.A.戴维森的吉尔·卢里亚指出，财报显示芯片需求未见疲态。\"在可预见的未来，我们根本看不到计算需求放缓的迹象，\"他在报告中写道。\n——班契马克公司的科迪·阿克里关注到市场反应相对平淡，认为投资者\"已逐渐将此类卓越财报视为常态，而非昔日的突出表现\"。\n本文为华尔街日报实时报道系列内容之一，完整直播可通过搜索代码P/WSJL获取。\n（完）道琼斯通讯社\n2026年2月26日 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