花旗:上调英伟达目标价至150美元
2024-06-26 12:46:15
花旗分析师Atif Malik维持对英伟达“买入”评级,目标价由126美元上调至150美元。分析师指出,尽管主要云服务提供商约占英伟达数据中心业务销售额的40%,但企业人工智能助理(AIAgents)是下一波人工智能浪潮,尤其是在推理方面。此外,分析师表示,英伟达计划在2025年生产GB200NVL72及GB200NVL36服务器机柜。
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