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大行評級|瑞銀:對英偉達目標價為1200美元 擴展路線圖能見度整體正面
格隆匯 06-06 13:45

瑞銀髮表報吿指,英偉達在台北國際電腦展期間提供了更多有關Blackwell之後路線圖的細節。該行認為,Rubin將於2026年全面更新,而Blackwell臨時升級版將於2025年秋季推出,並代表公司新的年度節奏。該行相信,大多數投資者都會明白,年度更新並不一定是一個全新的平台,而更多的是一箇中期升級,因此,從這擴展的路線圖可見性來看,整體上應該是積極的。該行亦在報吿中提出,英偉達制定了未來幾年的網絡路線圖,明確表示要進一步滲透乙太網介面卡市場,計劃在2025年發佈Spectrum-X800 Ultra,在2026年發佈Spectrum-X1600。

瑞銀對英偉達目標價為1200美元,維持“買入”評級。

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