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硅谷进入“英伟达时间”！GTC大会能否再次引领半导体板块“起飞”

如果历史重演，英伟达即将召开的 GTC 2026 大会可能会为该股提供另一个催化剂。英伟达首席执行官黄仁勋将于美东时间周一下午 2 点发表主题演讲。GF Securities认为，这次活动不仅可能是英伟达的催化剂，也可能是整个半导体板块的催化剂。预计英伟达将展示其第二代共封装光学交换机。美银也在大会前夕高度看好英伟达，重申了“买入”评级和 300 美元的目标价。富国银行预计英伟达将提供其产品管线的最新进展。

硅谷进入“英伟达时间”！GTC大会能否再次引领半导体板块“起飞”

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":543336452687784,"tweetId":"543336452687784","gmtCreate":1773676038146,"gmtModify":1773677661084,"author":{"id":3487111869541283,"idStr":"3487111869541283","authorId":3487111869541283,"authorIdStr":"3487111869541283","name":"phone","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/543336452687784","repostId":2619743302,"repostType":2,"repost":{"id":"2619743302","kind":"news","pubTimestamp":1773637020,"share":"https://www.laohu8.com/m/news/2619743302?lang=zh_CN&edition=full","pubTime":"2026-03-16 12:57","market":"us","language":"zh","title":"硅谷进入“英伟达时间”！GTC大会能否再次引领半导体板块“起飞”","url":"https://stock-news.laohu8.com/highlight/detail?id=2619743302","media":"智通财经","summary":"如果历史重演，英伟达即将召开的 GTC 2026 大会可能会为该股提供另一个催化剂。英伟达首席执行官黄仁勋将于美东时间周一下午 2 点发表主题演讲。GF Securities认为，这次活动不仅可能是英伟达的催化剂，也可能是整个半导体板块的催化剂。预计英伟达将展示其第二代共封装光学交换机。美银也在大会前夕高度看好英伟达，重申了“买入”评级和 300 美元的目标价。富国银行预计英伟达将提供其产品管线的最新进展。","content":"<html><head></head><body><p>如果历史重演，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)即将召开的 GTC 2026 大会可能会为该股提供另一个催化剂。</p><p>智通财经APP注意到，以亚伦·雷克斯为首的<a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师表示：“我们是在该盛会召开前买入英伟达的买家。虽然历史当然不会简单地重复，但我们要强调的是，过去几年英伟达股票在 GTC 后的表现一直非常强劲(GTC 后三个月内，英伟达的表现优于费城半导体指数约 30% 以上)。”</p><p>科技板块投资者无疑将聚焦于此次大会，会议将于 3 月 16 日至 19 日在加利福尼亚州圣何塞举行。该公司的信息显示，OpenAI、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> DeepMind(GOOGL<span>.US</span>)、<a href=\"https://laohu8.com/S/META\">Meta</a> (META<span>.US</span>)、<a href=\"https://laohu8.com/S/MSFT\">微软</a> (MSFT<span>.US</span>) 和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> (TSLA<span>.US</span>) 都将参加主舞台或重头环节。</p><p>英伟达首席执行官黄仁勋将于美东时间周一(3月16日)下午 2 点发表主题演讲。此外，黄仁勋还将在美东时间周三下午 3:30 主持一场行业小组讨论。</p><p><a href=\"https://laohu8.com/S/GFSEF\">GF Securities</a>认为，这次活动不仅可能是英伟达的催化剂，也可能是整个半导体板块的催化剂。预计英伟达将展示其第二代共封装光学(CPO)交换机。该公司的分析师表示，这可能会采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM)的共封装光学技术，但预计出货量要到 2027 年才会扩大，届时将达到 8 万台。其他潜在的发布内容包括其 Feynman(费曼)系列 GPU 的更新——即 Kyber NVL576 系列机架。</p><p><strong>美银也在大会前夕高度看好英伟达，重申了“买入”评级和 300 美元的目标价。</strong></p><p>美银分析师维韦克·阿里亚表示：“虽然我们不预期会有官方的 2027-28 年销售展望，但任何关于 Rubin 系列量产(2027-28 历年)的细节，都有助于提振目前低迷的股价(目前远期市盈率为 17 倍，处于历史低点)，此前 Blackwell 系列的强劲量产已带来 <span>5000 </span>亿美元的累计销售额。”</p><p>富国银行预计英伟达将提供其产品管线的最新进展。</p><p>雷克斯表示：“5000 亿美元以上的管线扩张 + 时间延长+ 以及英伟达披露的更多背景信息，即它已累计部署了 9 GW 的 Blackwell(相比之下，Hopper 不足 4.5 GW)。自 2024 历年年底出货 Blackwell 以来，我们估计在(到 2026 历年的)5000 亿美元以上目标中，英伟达已确认了约 2400 亿至 2500 亿美元的收入——我们认为如果目标上调至 6000 亿美元以上将是利好。我们还关注英伟达是否会更新其关于到 2030 年人工智能(AI)基础设施年支出达 3 万亿至 4 万亿美元的预测。”</p><p>可能受到 GTC 进展影响的股票包括：<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD<span>.US</span>)、台积电、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO<span>.US</span>)、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC<span>.US</span>)、<a href=\"https://laohu8.com/S/MRVL\">迈威尔</a>(MRVL<span>.US</span>)以及各种网络设备公司。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>硅谷进入“英伟达时间”！GTC大会能否再次引领半导体板块“起飞”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n硅谷进入“英伟达时间”！GTC大会能否再次引领半导体板块“起飞”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-16 12:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1414170.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果历史重演，英伟达(NVDA.US)即将召开的 GTC 2026 大会可能会为该股提供另一个催化剂。智通财经APP注意到，以亚伦·雷克斯为首的富国银行分析师表示：“我们是在该盛会召开前买入英伟达的买家。虽然历史当然不会简单地重复，但我们要强调的是，过去几年英伟达股票在 GTC 后的表现一直非常强劲(GTC 后三个月内，英伟达的表现优于费城半导体指数约 30% 以上)。”科技板块投资者无疑将聚焦于...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1414170.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY 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2027-28 年销售展望，但任何关于 Rubin 系列量产(2027-28 历年)的细节，都有助于提振目前低迷的股价(目前远期市盈率为 17 倍，处于历史低点)，此前 Blackwell 系列的强劲量产已带来 5000 亿美元的累计销售额。”富国银行预计英伟达将提供其产品管线的最新进展。雷克斯表示：“5000 亿美元以上的管线扩张 + 时间延长+ 以及英伟达披露的更多背景信息，即它已累计部署了 9 GW 的 Blackwell(相比之下，Hopper 不足 4.5 GW)。自 2024 历年年底出货 Blackwell 以来，我们估计在(到 2026 历年的)5000 亿美元以上目标中，英伟达已确认了约 2400 亿至 2500 亿美元的收入——我们认为如果目标上调至 6000 亿美元以上将是利好。我们还关注英伟达是否会更新其关于到 2030 年人工智能(AI)基础设施年支出达 3 万亿至 4 万亿美元的预测。”可能受到 GTC 进展影响的股票包括：AMD(AMD.US)、台积电、博通(AVGO.US)、英特尔(INTC.US)、迈威尔(MRVL.US)以及各种网络设备公司。","news_type":1,"symbols_score_info":{"AVGO":2,"MRVL":2,"NVDA":2,"INTC":2,"AMD":2,"TSM":2}},"isVote":1,"tweetType":1,"viewCount":104,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}