美银：英伟达2027财年下半年Vera CPU销售额有望达200亿美元

环球市场播报17:39

　　美银分析师Vivek Arya团队更新了英伟达研报。

　　该机构测算2027财年下半年Vera CPU销售额有望达200亿美元；下一财年产品年化营收规模将突破500亿美元，英伟达有望跻身全球头部服务器CPU供应商。

　　Arya在研报中写道：“英伟达硬件护城河持续拓宽，可触达市场从传统GPU机架，延伸至CPU、光电互联、存储安全、企业软件，如今再新增个人AI PC赛道。”

　　分析师测算，搭载RTX Spark的产品对标苹果Mac Mini与MacBook Pro，瞄准高端Windows市场前10%客群，年出货量有望达2500万~3000万台。

　　美银维持英伟达买入评级，目标价350美元，定价依据为2027年剔出现金后市盈率26倍，落在英伟达历史远期市盈率区间25~56倍之内。

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America: Nvidia's Vera CPU sales are expected to reach $20 billion in the second half of fiscal 2027","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5fb1c6cbe6d152e79f58420d3a21ffd7","symbols_score_info":{"NVDD":0.6,"NVDW":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVII":0.6,"AAPW":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVIW.SI":0.6,"NVDY":0.6,"NVDL":0.6,"SNVD.UK":0.6,"APLY":0.6,"3NVD.UK":0.6,"AAPU":0.6,"07388":0.6,"AAPB":0.6,"MACW.SI":0.6,"NVDX":0.6,"NVDS":0.6,"AAPD":0.6,"NVDG":0.6,"07788":0.6,"NVDQ":0.6,"AAPY":0.6,"AAPX":0.6,"NVDB":0.6,"ANV":0.6,"NVD":0.6,"NVYY":0.6,"NVDU":0.6,"NVD2.UK":0.6,"AAPL":1.84,"NVDO":0.6,"DIPS":0.6},"content_text":"美银分析师Vivek Arya团队更新了英伟达研报。\n　　该机构测算2027财年下半年Vera CPU销售额有望达200亿美元；下一财年产品年化营收规模将突破500亿美元，英伟达有望跻身全球头部服务器CPU供应商。\n　　Arya在研报中写道：“英伟达硬件护城河持续拓宽，可触达市场从传统GPU机架，延伸至CPU、光电互联、存储安全、企业软件，如今再新增个人AI PC赛道。”\n　　分析师测算，搭载RTX Spark的产品对标苹果Mac Mini与MacBook Pro，瞄准高端Windows市场前10%客群，年出货量有望达2500万~3000万台。 \n　　美银维持英伟达买入评级，目标价350美元，定价依据为2027年剔出现金后市盈率26倍，落在英伟达历史远期市盈率区间25~56倍之内。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","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; 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