大行評級|花旗:下調英偉達Blackwell GPU出貨量預測 維持“買入”評級
據美國科技網站《The Information》,英偉達下一代Blackwell架構系列AI旗艦晶片GB200,因為設計缺陷,出貨時間最少延遲三個月。花旗發表報吿,下調截至明年1月底止季度Blackwell GPU出貨量預測,但相信AI需求強勁,部分客户將會上調H100/H200的需求,有助抵銷Blackwell銷售較少的影響,大致維持截至7月底止及截至10月底止季度數據中心銷售預測,而Blackwell延期對明年1月底止季度數據中心銷售影響約15%。該行將英偉達截至明年1月底止2025財年的銷售預測下調5%,不過估計截至明年4月底止季度Blackwell銷售將會回升,因此2026財年銷售預測大致不變,仍然視英偉達為AI GPU的龍頭,長遠市佔率約90%,維持“買入”評級,目標價150美元。
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