05/30/2025, 02:11 PM UTC
英伟达面临人工智能增长放缓（评级下调）Nvidia's AI Slowdown Is On The Horizon (Rating Downgrade)
1、因人工智能基础设施增速放缓、利润率压力及竞争加剧，英伟达评级从强烈买入下调至买入；2、尽管第一季度业绩强劲（EPS增长33%，收入同比增69%），但随着超大规模企业接近产能上限，未来增长或放缓；3、2025年目标价从180美元下调至165美元，反映对收入和利润率扩张的预期降低。1. Nvidia is downgraded from Strong Buy to Buy due to AI infrastructure slowdown, margin pressures, and rising competition; 2. Despite strong Q1 results (33% EPS growth, 69% YoY revenue increase), future growth may decelerate as hyperscalers approach capacity limits; 3. 2025 price target revised down to $165 (from $180), reflecting reduced expectations for revenue and margin expansion.---
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