TD Cowen：英伟达芯片营收五年后倍增

爱集微2025-05-22

券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持...

网页链接

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。

精彩评论

笑我疯癫
2025-05-22
笑我疯癫
完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙] 老外阴阳起来，杀伤力也很大呀

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2537696811?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-22 08:08","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2537696811","market":"us","top_or_hot":-1,"title":"TD Cowen：英伟达芯片营收 五年后倍增","media":"爱集微","content":"<div>\n<p>券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TD Cowen：英伟达芯片营收 五年后倍增</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTD Cowen：英伟达芯片营收 五年后倍增\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-22 08:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b","article_id":"2537696811","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2537696811","pubTimestamp":1747872488,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。TD Cowen认为，英伟达将维持领先地位，理由是其他公司自研AI芯片效能仍将大幅落后于英伟达的芯片，而且英伟达在跨硬件、软件与网路等各方面的技术最为成熟。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"NVDA":"英伟达","TD":"道明银行"},"translate_title":"TD Cowen: Nvidia chip revenue doubles in five years","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"TD":1},"content_text":"券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持90%的市占率，其中，来自AI芯片的营收将从2024年的1,000亿美元，到2030年成长超过一倍、达2,620亿美元。一些抱持怀疑态度的人士认为，英伟达终将面临更激烈的竞争，原因是大型科技公司能够在博通和迈威尔的协助下，开发更好的自研AI芯片。不过，TD Cowen指出，从现在起到2030年，客制化芯片在AI市场的占比只会从10%提高至15%。TD Cowen认为，英伟达将维持领先地位，理由是其他公司自研AI芯片效能仍将大幅落后于英伟达的芯片，而且英伟达在跨硬件、软件与网路等各方面的技术最为成熟。分析师认为，英伟达全面整合硬件系统的做法与强大的软件套组，让它在生成式AI推论方面比同业更卓越。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":437782540317008,"gmtCreate":1747915600469,"gmtModify":1747919160284,"author":{"id":"3474626749802858","authorId":"3474626749802858","name":"笑我疯癫","avatar":"https://static.laohu8.com/85462cdc7ec507e1eac377420ce3f15e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"idStr":"3474626749802858","authorIdStr":"3474626749802858"},"htmlText":"完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙]&nbsp; 老外阴阳起来，杀伤力也很大呀","listText":"完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙]&nbsp; 老外阴阳起来，杀伤力也很大呀","text":"完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙] 老外阴阳起来，杀伤力也很大呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437782540317008","repostId":2537696811,"repostType":2,"repost":{"id":"2537696811","kind":"news","pubTimestamp":1747872488,"share":"https://www.laohu8.com/m/news/2537696811?lang=zh_CN&edition=full","pubTime":"2025-05-22 08:08","market":"us","language":"zh","title":"TD Cowen：英伟达芯片营收 五年后倍增","url":"https://stock-news.laohu8.com/highlight/detail?id=2537696811","media":"爱集微","summary":"券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。TD Cowen认为，英伟达将维持领先地位，理由是其他公司自研AI芯片效能仍将大幅落后于英伟达的芯片，而且英伟达在跨硬件、软件与网路等各方面的技术最为成熟。","content":"<html><body><article><p>券商TD Cowen对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。</p><p>TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。</p><p>分析师估计，英伟达在GPU市场将维持90%的市占率，其中，来自AI芯片的营收将从2024年的1,000亿美元，到2030年成长超过一倍、达2,620亿美元。</p><p>一些抱持怀疑态度的人士认为，英伟达终将面临更激烈的竞争，原因是大型科技公司能够在<a href=\"https://laohu8.com/S/AVGO\">博通</a>和迈威尔的协助下，开发更好的自研AI芯片。不过，TD Cowen指出，从现在起到2030年，客制化芯片在AI市场的占比只会从10%提高至15%。</p><p>TD Cowen认为，英伟达将维持领先地位，理由是其他公司自研AI芯片效能仍将大幅落后于英伟达的芯片，而且英伟达在跨硬件、软件与网路等各方面的技术最为成熟。</p><p>分析师认为，英伟达全面整合硬件系统的做法与强大的软件套组，让它在生成式AI推论方面比同业更卓越。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TD Cowen：英伟达芯片营收 五年后倍增</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTD Cowen：英伟达芯片营收 五年后倍增\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-22 08:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TD":"道明银行"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2537696811","content_text":"券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持90%的市占率，其中，来自AI芯片的营收将从2024年的1,000亿美元，到2030年成长超过一倍、达2,620亿美元。一些抱持怀疑态度的人士认为，英伟达终将面临更激烈的竞争，原因是大型科技公司能够在博通和迈威尔的协助下，开发更好的自研AI芯片。不过，TD Cowen指出，从现在起到2030年，客制化芯片在AI市场的占比只会从10%提高至15%。TD Cowen认为，英伟达将维持领先地位，理由是其他公司自研AI芯片效能仍将大幅落后于英伟达的芯片，而且英伟达在跨硬件、软件与网路等各方面的技术最为成熟。分析师认为，英伟达全面整合硬件系统的做法与强大的软件套组，让它在生成式AI推论方面比同业更卓越。","news_type":1,"symbols_score_info":{"NVDA":1,"TD":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2537696811","isCrawlerRequest":true}

TD Cowen：英伟达芯片营收 五年后倍增

精彩评论

TD Cowen：英伟达芯片营收五年后倍增