TD Cowen：英伟达芯片营收五年后倍增_老虎社区_美港股上老虎

TD Cowen：英伟达芯片营收五年后倍增

爱集微2025-05-22

券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持...

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笑我疯癫
·2025-05-22
完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙] 老外阴阳起来，杀伤力也很大呀
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