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资深科技分析师：英伟达真的很便宜_蜘蛛资讯网

春晚

黄金（06693）上涨4.69%，报42.40港元；中国黄金国际（02099）上涨1.20%，报176.90港元。责任编辑：卢昱君

ASIC的竞争叙事正在恢复活力。展望新一年，CES和GTC大会有望提供进一步催化剂，Rubin架构产品即将面世。此外，特朗普政府对H200芯片的批准可能为中国市场带来上行空间。　　Bernstein重申了对英伟达的“跑赢大盘”评级，并将目标价定为275美元，认为在公司超5000亿美元的Blackwell/Rubin指引背景下，当前的市场预期可能偏低。

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