研报掘金丨中金：上调英伟达目标价至240.6美元，公司算力扩容趋势明确_老虎社区_美港股上老虎

研报掘金丨中金：上调英伟达目标价至240.6美元，公司算力扩容趋势明确

格隆汇02-27

中金发表报告指，英伟达2026财年第四季业绩及首季指引均高于该行及市场预期，该行认为背后主要原因是Agent带来的推理需求放量后机柜产品出货强劲所致。由于Agent等需求持续刺激云厂商投资算力基础设施，以及在快速的硬件叠代下公司龙头地位不改，该行上调公司2027财年收入预测1%至3459亿美元，上调Non-GAAP净利润预测3%至1966亿美元；首次引入2028财年收入预测4381亿美元，Non-...

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