[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio311af88f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio311af88f","硅谷进入“英伟达(NVDA)时间”！GTC大会能否再次引领半导体板块“起飞”","\u002Fdoc\u002Fdcio311af88f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如果历史重演，英伟达(NVDA)即将召开的 GTC 2026 大会可能会为该股提供另一个催化剂。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网注意到，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)。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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、谷歌 DeepMind(GOOGL)、Meta (META)、微软 (MSFT) 和特斯拉 (TSLA) 都将参加主舞台或重头环节。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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(CPO)交换机。该公司的分析师表示，这可能会采用台积电(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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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 5000 亿美元的累计销售额。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">富国银行预计英伟达将提供其产品管线的最新进展。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">可能受到 GTC 进展影响的股票包括AMD(AMD)、台积电、博通(AVGO)、英特尔(INTC)、迈威尔(MRVL)以及各种网络设备公司。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]