03/26/2025, 01:14 PM UTC
英伟达：黄金时代即将结束，下调至卖出，目标价112美元Nvidia: Golden Era Is Coming To An End, Downgrade To Sell
1、因高端GPU在AI训练领域的长期增长挑战，下调英伟达评级至‘卖出’；2、有证据表明，AI训练可以使用性能较低的GPU，减少对英伟达高端产品的依赖；3、主要超大规模企业正在开发定制GPU，对英伟达在AI训练市场的主导地位构成威胁。1. Downgrade Nvidia to 'Sell' due to long-term growth challenges in premium GPUs for AI training; 2. Evidence shows AI training can use lower-performance GPUs, reducing reliance on Nvidia's high-end products; 3. Major hyperscalers are developing custom GPUs, threatening Nvidia's dominance in the AI training market.
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