Wolfe：英伟达为2026年最佳人工智能投资标的，仍有上涨空间

格隆汇01-14

1月14日，Wolfe Research发表报告，点名英伟达为2026年最看好的人工智能(AI)股票，取代美光纳入其首选名单Wolfe Alpha List，并认为其相对落后的表现，反而为进一步涨势留下空间。分析师指出，英伟达股价落后主要有三项因素：Blackwell 架构推出时间较晚、外界对整体AI支出能否持续的疑虑，以及对市占可能被客制化AI解决方案侵蚀的担忧。不过，Wolfe认为，随着英伟达...

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List，并认为其相对落后的表现，反而为进一步涨势留下空间。分析师指出，英伟达股价落后主要有三项因素：Blackwell 架构推出时间较晚、外界对整体AI支出能否持续的疑虑，以及对市占可能被客制化AI解决方案侵蚀的担忧。不过，Wolfe认为，随着英伟达...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/01/14132355053594.shtml\">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":"LU1861220033.SGD","symbol_name":"Blackrock Next Generation Technology A2 SGD-H","start_time":0,"source_url":"https://usstock.jrj.com.cn/2026/01/14132355053594.shtml","article_id":"2603743669","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603743669","pubTimestamp":1768368238,"columns":[],"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"1月14日，Wolfe Research发表报告，点名英伟达为2026年最看好的人工智能股票，取代美光纳入其首选名单Wolfe Alpha 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growth","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVDX":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVDA":1.95,"NVDY":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVD2.UK":0.6,"NVDD":0.6,"NVDU":0.6,"NVII":0.6,"NVDW":0.6,"NVDG":0.6},"content_text":"1月14日，Wolfe Research发表报告，点名英伟达为2026年最看好的人工智能(AI)股票，取代美光纳入其首选名单Wolfe Alpha List，并认为其相对落后的表现，反而为进一步涨势留下空间。分析师指出，英伟达股价落后主要有三项因素：Blackwell 架构推出时间较晚、外界对整体AI支出能否持续的疑虑，以及对市占可能被客制化AI解决方案侵蚀的担忧。不过，Wolfe认为，随着英伟达产品路线图持续推进，这些疑虑正逐渐消退。Wolfe指出，英伟达近期给出的展望显示，2026年营收相较市场共识，至少仍有400亿美元的上行空间。若H200芯片恢复对中国出货，将为营收带来额外利多。该机构强调，英伟达的定价能力正在改善，并表示对于Blackwell Ultra与Rubin的定价感到正向惊喜，这被视为英伟达具备竞争护城河的明确证据。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            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