[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob2888fd1":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob2888fd1","Susquehanna维持英伟达(NVDA)强推：GB300出货连续放量，Vera-Rubin发布在即","\u002Fdoc\u002Fdciob2888fd1","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，投行Susquehanna指出，英伟达(NVDA)将于8月26日发布2026财年第二季度业绩，在下一代Vera Rubin产品线正式面世之前，市场有望看到GB300 GPU的持续放量。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Susquehanna分析师Christopher Rolland在发给客户的报告中表示“我们预计英伟达当季业绩及下一季度指引均将优于预期，GB300爬坡进程稳步推进，而Vera Rubin将于2026年下半年开始逐步贡献增量。”他提醒道，上季度英伟达已对数据中心业务进行重新划分，原“计算”与“网络”两大板块调整为“超大规模及AI云”与“企业及工业(ACIE)”两大新分部。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得注意的是，AI算力需求正获得超大规模客户资本开支持续上调的有力支撑——前五大超大规模厂商2026年资本开支总额有望接近翻倍，而2027年前景同样乐观，市场预计当年其总资本支出将突破1万亿美元，同比增速超过40%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>进一步来看，Rolland维持对英伟达“买入”评级及275美元的目标价，并表示对ACIE分部的产业链调研结果积极，尤其近期SpaceX(SPCX)的独家承诺具有标志性意义。“有趣的是，SpaceX公开讨论其算力规模计划，目标从2026年底约2吉瓦快速扩展至2027年底的10吉瓦，这对英伟达构成直接利好，因为该建设将带来显著的增量需求(尽管我们测算实际规模更接近6吉瓦而非10吉瓦)。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Rolland补充称，季内其他数据点同样具建设性，例如SSI与英伟达达成长期合作，计划利用Vera Rubin系统将算力规模提升“一个数量级”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Rolland还提到，英伟达重申2025至2027年Blackwell与Rubin两大产品线合计营收目标超过1万亿美元，并指出Vera CPU机架、Groq LPX机架等新增产品线有望为该目标带来“实质性上行空间”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，多项供应链核查确认Rubin仍按计划于2026年下半年发布，但预计其全生命周期内将面临供应紧张。最后，英伟达来自中国市场的收入可能“有限”，Rolland表示目前暂未将中国区收入纳入模型，“因监管环境仍存在不确定性”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNVDA\u002FNVDA.jpg","2026-08-13T23:31:07","2026.08.13","2026\u002F08\u002F13",32449,[22],"NVDA","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]