伯恩斯坦对英伟达Vera Rubin芯片发出直白信号：新一代芯片性能或提升5倍

环球市场播报04-18

伯恩斯坦在一份研究报告中表示，英伟达即将推出的Vera Rubin平台可能进一步扩大其在人工智能硬件领域的领先地位。伯恩斯坦维持对英伟达的买入评级和300美元的目标价。该机构表示，计划于2026年下半年开始出货的新平台，其推理性能可能比当前系统提升约5倍，训练性能提升3.5倍。　　英伟达还得到了伯恩斯坦对其需求依然强劲的观点的支撑。报告指出，订单已延伸至2027年，公司更新的展望暗示营收路径约为...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-18/doc-inhuvzun1865451.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦在一份研究报告中表示，英伟达即将推出的Vera Rubin平台可能进一步扩大其在人工智能硬件领域的领先地位。伯恩斯坦维持对英伟达的买入评级和300美元的目标价。该机构表示，计划于2026年下半年开始出货的新平台，其推理性能可能比当前系统提升约5倍，训练性能提升3.5倍。\n　　英伟达还得到了伯恩斯坦对其需求依然强劲的观点的支撑。报告指出，订单已延伸至2027年，公司更新的展望暗示营收路径约为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-18/doc-inhuvzun1865451.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":"LU0320765059.SGD","symbol_name":"FTIF - Franklin US Opportunities A Acc 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