英伟达(NVDA.US)财报在即花旗给出偏乐观前瞻判断 AI推理路线图或成新催化剂

智通财经02-17

智通财经APP获悉，英伟达(NVDA.US)将于2月25日公布最新一个财季业绩及指引，花旗集团对这家由黄仁勋掌舵的芯片巨头给出了偏乐观的前瞻判断，预计公司将释放强劲的业绩指引。花旗分析师Atif Malik在致客户的报告中表示，其模型预测英伟达1月所在财季营收约为670亿美元，高于华尔街普遍预期的656亿美元；同时，预计公司对4月所在财季的营收指引将达到730亿美元，也明显高于市场预期的716...

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Malik在致客户的报告中表示，其模型预测英伟达1月所在财季营收约为670亿美元，高于华尔街普遍预期的656亿美元；同时，预计公司对4月所在财季的营收指引将达到730亿美元，也明显高于市场预期的716亿美元。Malik指出，B300产品的持续放量叠加Rubin架构的推出，将推动英伟达在2026年下半年实现同比34%的销售加速增长，显著高于2026年上半年约27%的增速。他认为，当前多数投资者的关注点已不再局限于本次财报本身，而是将目光投向3月中旬举行的年度GTC大会，届时英伟达预计将重点阐述其推理路线图，包括如何利用Groq的低延迟SRAM知识产权，并首次给出对2026年至2027年AI相关销售前景的初步展望。基于上述判断，Malik维持对英伟达的“买入”评级，并给予270美元的目标价。在不只局限于短期业绩的分析中，Malik进一步指出，从中长期视角看，英伟达当前估值“具备吸引力”。随着市场对2026年业绩能见度逐步提升，该股有望在2026年下半年跑赢大盘。他同时表示，推理市场正在朝着“更加多元化”的方向发展，这将为模型规模和应用场景的定制化带来更多选择空间，也意味着AI加速器的使用将呈现更加丰富的形态。不过，从系统层面来看，他预计英伟达仍将继续在训练型和偏重推理与逻辑推断的工作负载中保持领先地位，并认为MLPerf仍是当前对不同AI加速器进行横向比较时最具参考价值的指标。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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 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英伟达(NVDA.US)财报在即 花旗给出偏乐观前瞻判断 AI推理路线图或成新催化剂

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英伟达(NVDA.US)财报在即花旗给出偏乐观前瞻判断 AI推理路线图或成新催化剂