Wedbush力挺英伟达：DeepSeek未撼动AI需求，Q4业绩或再创奇迹

智通财经2025-02-24

Wedbush Securities在一份最新的研报中继续看好英伟达，并预计这家由黄仁勋领导的半导体巨头的第四财季业绩有望“显著超预期并实现增长”。Wedbush 分析师在报告中写道：“2025年，‘七巨头’的资本支出将达到3250亿美元，同比增长约1000亿美元。随着越来越多的企业和政府(如星际之门)踏上AI的黄金大道，企业驱动的需求正在加速增长。我们认为，在Blackwell产品上市后，需求已...

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