集体看好！英伟达市值有望6万亿美元

芯财富2025-07-18

Melius Research分析师报告指出，H20开放销售给中国市场，这不仅代表英伟达2026会计年度下半年的营收将加速成长，也为2027会计年度上半年成长的如虎添翼，成为比先前市场共识（仅成长 26%）更大的成长年度。不意外英伟达在2026会计年度第4季前，所有或大部分因中国销售损失的每季80亿美元营收都能完全回归。上修英伟达目标价至235美元，市值将达到5.73万亿美元。分析师说，中国是具备...

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26%）更大的成长年度。不意外英伟达在2026会计年度第4季前，所有或大部分因中国销售损失的每季80亿美元营收都能完全回归。上修英伟达目标价至235美元，市值将达到5.73万亿美元。分析师说，中国是具备...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718124555a6b13ae6&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":"LU2236285917.USD","symbol_name":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718124555a6b13ae6&s=b","article_id":"2552451194","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718124555a6b13ae6&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, 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