大行评级丨KeyBanc：Rubin量产进程受HBM供应瓶颈影响，仍维持英伟达“增持”评级

格隆汇04-07

KeyBanc分析师John Vinh指出，英伟达原先规划2026年Rubin GPU产量约200万颗，但目前可能下调至约150万颗，主因是供应商SK海力士与美光在HBM4认证与供应进度上出现延迟。他指出，Rubin平台的量产进程受到HBM供应瓶颈影响，进而推迟出货节奏。尽管短期供应面出现杂音，KeyBanc仍维持英伟达“增持”评级，并给予275美元的目标价，认为HBM供应延迟对长期需求影响有限。...

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