大行评级｜美银：维持英伟达“买入”评级并续列为首选股对其与Groq交易长远看法正面

格隆汇2025-12-29

美银证券发表研究报告指，英伟达与初创公司Groq于圣诞节前夕宣布达成AI推理技术非独家授权协议，市场估计交易潜在价值可能高达200亿美元，而Groq主要管理团队成员将加入英伟达，属令人意外的消息，因Groq专注于开发语言处理器(LPU)，与英伟达以设计和销售图形处理器(GPU)而闻名不同。该行认为，此次交易或反映英伟达已意识到，虽然GPU主导AI训练，但快速转向推理可能需要更专用的芯片，同时相信...

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大行评级｜美银：维持英伟达“买入”评级并续列为首选股 对其与Groq交易长远看法正面

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大行评级｜美银：维持英伟达“买入”评级并续列为首选股对其与Groq交易长远看法正面