英伟达Q4前瞻：营收预计超预期，2027年增长能见度成股价关键！高盛喊出250美元目标价

调研纪要杂货铺02-08

AI巨头英伟达即将发布2026财年第四季度财报，高盛最新研报维持“买入”评级，将12个月目标价定为250美元（当前股价174.19美元，潜在涨幅43.5%）。报告指出，英伟达Q4营收有望超市场预期，而2027年营收增长能见度、非传统客户需求、行业竞争格局等五大关键点，将决定其后续股价表现。��核心财报预期：Q4大概率“超预期+上调指引”高盛预测，英伟达Q4将交出强劲成绩单，多项核心指标优于市场共识...

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Rubin新芯片量产与爬坡节奏英伟达在CES上宣布Rubin芯片已进入量产，预计2026年下半年开始放量。投资者关注其营收爬坡曲线，高盛预测Rubin将于Q3开始首批出货，Q4及后续将迎来强劲增长。��长期增长展望：2027-2029年营收复合增速超20%高盛对英伟达长期增长保持乐观，给出的业绩预测大幅高于市场共识：•2027财年：总营收预计3828.72亿美元（+17% vs市场），EPS 9.05美元（+17% vs市场）；•2028财年：总营收预计5130.50亿美元（+25% vs市场），EPS 12.45美元（+29% vs市场）；•2029财年：总营收预计6236.67亿美元（+25% vs市场），EPS 15.60美元（+26% vs市场）；•细分业务：数据中心业务持续领跑，2029财年营收预计达5915.88亿美元；汽车业务增速迅猛，2028财年预计增长32%。️潜在","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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":"4.43.1","shortVersion":"4.43.1","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/2609575038","isCrawlerRequest":true}