高盛解读黄仁勋GTC演讲：5000亿美元收入预期，超过市场预期，还有进一步上调的空间_老虎社区_美港股上老虎

高盛解读黄仁勋GTC演讲：5000亿美元收入预期，超过市场预期，还有进一步上调的空间

市场资讯2025-10-29

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　黄仁勋演讲称，公司对2025-2026年累计实现5000亿美元的数据中心收入具有可见度。该收入预期比华尔街普遍预期的4470亿美元高出12%，也比高盛自身预期的4530亿美元高出10%。高盛认为该指引是英伟达股价的增量利好，并表示其自身预测仍有进一步上调的空间。　　来源：硬AI 作者：龙玥　　英伟达在最新的GTC...

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　　黄仁勋演讲称，公司对2025-2026年累计实现5000亿美元的数据中心收入具有可见度。该收入预期比华尔街普遍预期的4470亿美元高出12%，也比高盛自身预期的4530亿美元高出10%。高盛认为该指引是英伟达股价的增量利好，并表示其自身预测仍有进一步上调的空间。\n　　来源：硬AI  作者：龙玥\n　　英伟达在最新的GTC...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hyyj/2025-10-29/doc-infvpqht0438607.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":"LU2054465674.USD","symbol_name":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) 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作者：龙玥\n　　英伟达在最新的GTC大会上释放了极为强劲的收入信号，引发了华尔街的积极解读。\n　　10月28日，英伟达CEO黄仁勋在GTC大会上透露，公司对在2025至2026年期间实现累计5000亿美元的数据中心业务收入具备“可见性”。该收入预期将涵盖其Blackwell及下一代Rubin架构的产品。\n　　高盛最新研报强调，5000亿美元的规模显著高于此前的市场预期。该行分析师指出，这一目标比市场通过Visible Alpha Consensus Data反映的4470亿美元共识高出12%，同时也比高盛自身预测的4530亿美元高出10%。\n　　高盛认为，这种对远期收入能见度的提升，对英伟达股价是一个“增量的积极因素”，并重申了对其的“买入”评级。\n　　该行分析师在报告中强调，尽管他们对英伟达2026财年的预测已经比市场共识高出约7%，但基于最新的管理层评论，他们认为自己的预测数字仍存在“进一步上调的倾向”。\n　　收入指引远超预期，高盛看好上行空间\n　　英伟达管理层给出的5000亿美元累计收入目标，是本次GTC大会传递出的最强烈的市场信号。而报告进一步分析称，有几个关键变量可能推动英伟达的业绩超越当前预期。\n　　这些因素包括：OpenAI等大型客户部署模型的具体时间节奏、来自主权政府等非传统客户的贡献日益增加，以及公司备受期待的Rubin平台正式推出的确切时间。这些都可能成为驱动高盛乃至整个市场继续上调其财务模型的催化剂。\n　　战略合作多点开花，拓展AI生态版图\n　　除了惊人的收入指引，英伟达还在GTC大会上宣布了一系列旨在巩固其AI生态系统领导地位的战略合作。\n　　据高盛报告披露，英伟达宣布向诺基亚进行10亿美元的股权投资，认购价格为每股6.01美元。此举旨在加速开发和部署下一代AI原生移动网络及相关基础设施。同时，英伟达还发布了其ARC Aerial RAN计算平台。\n　　在高性能计算领域，英伟达宣布与美国能源部合作，在其下属的阿贡国家实验室和洛斯阿拉莫斯国家实验室部署七套全新的超级计算机系统。其中，Solstice和Equinox系统将分别配备10万和1万块英伟达Blackwell GPU。洛斯阿拉莫斯国家实验室还确认选用英伟达的Vera Rubin平台构建其下一代系统。\n　　此外，公司还推出了用于连接量子计算机与传统计算系统的高速互联技术NVQLink，并宣布与优步（Uber）合作，利用Nvidia DRIVE AGX Hyperion 10平台和DRIVE AV软件，共同扩展优步L4级别自动驾驶网络。\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：凌辰","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}