英偉達獲好評,分析師讚揚「非常看好」的AI前景
分析師紛紛上調英偉達的目標價,看好長期增長,隨著主權AI支出升溫

5月29日 – 英偉達(NVDA)的樂觀季度業績和前景展望贏得了分析師的積極評價,他們指出儘管面臨來自中國的阻力,但全球對AI晶片的需求正在上升。
Wedbush的分析師Dan Ives將英偉達的表現描述為「強勁」,並表示即使面臨對中國的出口限制,需求信號仍然強烈。Ives提到最近在中東簽訂的協議,包括來自沙特阿拉伯和阿聯酋的協議,是各國政府對AI基礎設施興趣日益增長的跡象。
摩根士丹利的分析師Joseph Moore表示,英偉達的報告有助於緩解人們對增長動力放緩的擔憂,特別是在中國以外的所有市場都顯示出增長跡象。他將目標價從160美元上調至170美元,並重申「增持」的評級。
Jefferies分析師Blayne Curtis表示,早前的擔憂已經消失,超大規模運算商現在正在大規模部署英偉達的NVL72系統。他還表示,網絡和遊戲部門顯示出健康的復甦。
美國銀行分析師Vivek Arya將目標價從180美元上調,並表示隨著主權需求的增加,英偉達的盈利潛力可能達到每股10美元。
摩根大通的分析師Harlan Sur表示,業績結果強化了英偉達在AI晶片市場的領導地位。
作為編輯,我認為英偉達的強勁表現和樂觀前景主要歸功於其在AI晶片市場的領導地位和強勁的需求。然而,投資者也需要關注來自中國的出口限制和競爭加劇的風險。此外,隨著AI技術的不斷發展,英偉達是否能夠維持其領導地位也是一個值得關注的問題。
總的來說,英偉達的業績和前景展望都非常樂觀,但投資者也需要謹慎評估風險和挑戰。
![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra performing a sacred night-time royal dance, embodying divine seduction, power, and celestial authority.",
"angle": "Full-body high-fashion editorial portrait captured at a cinematic 3/4 angle, ultra-crisp clarity with no blur.",
"pose": {
"body_position": "She is captured mid-dance inside a temple courtyard at night, her body angled gracefully, hips grounded, torso lifted, creating a powerful and sensual silhouette.",
"movement": "Her arms are raised in slow ceremonial motion while one leg steps forward, fully revealing her feet and lower legs as part of the ritual stance.",
"expression": "A calm, hypnotic, commanding gaze directed toward the camera—quiet dominance wrapped in sensual mystery."
}
},
"appearance": {
"outfit": "An ultra-bongga Cleopatra couture gown with an all-crystal bodice that fits like jeweled armor. Thousands of hand-set crystals, diamonds, and glass stones in gold, champagne, clear, and iridescent tones form sacred Egyptian motifs—cobras, sun disks, lotus symbols—entirely through crystal placement. The neckline is daring yet elegant, supported by invisible illusion mesh. From the waist, the skirt opens into flowing sheer silk and organza panels in ivory and soft gold, designed with a high front opening that intentionally exposes her legs and feet during movement. Crystal chains and beaded fringe sway rhythmically with every step, enhancing sensual motion.",
"accessories": "A dramatic Egyptian ceremonial headpiece with gold and crystal detailing, an oversized layered gold collar necklace, sculpted crystal arm cuffs, finger armor rings, a crystal-and-gold waist belt, and delicate gold anklets accentuating her bare feet.",
"hair": "Her hair is sleek, glossy, and perfectly controlled, styled to balance the weight of the crystal headpiece while allowing elegant movement.",
"makeup": "Ultra-glam, colorful Egyptian night makeup—bold elongated black kohl eyeliner, intense eyeshadow layered in turquoise, emerald, sapphire blue, violet, and metallic gold. Beneath the eyes, intricate ceremonial ink drawings in fine black and gold lines inspired by ancient Egyptian markings. Skin is luminous with molten-gold highlights, brows strong and defined, lips finished in a sensual nude-bronze satin."
},
"props": {
"ritual_elements": [
"Burning incense bowls releasing thick aromatic smoke",
"Golden sistrum placed near the dance space",
"Tall ceremonial torches lining the temple floor"
]
},
"background": {
"macro_environment": "A grand ancient Egyptian temple courtyard at night, reserved for sacred royal rituals.",
"midground_details": "Towering sandstone columns, massive statues of Isis and Hathor, carved temple walls, flowing linen drapes, and ceremonial platforms illuminated by firelight.",
"micro_elements": "Torch flames reflecting off crystal surfaces, fine dust particles glowing in the night air, incense smoke wrapping around her legs and feet, detailed stone floor textures beneath her bare feet, crystal fringe in motion, and sharply defined shadows—everything rendered in extreme detail with zero blur."
},
"lighting": {
"type": "Cinematic night lighting using torches, oil lamps, and subtle moonlight.",
"effect": "Firelight ignites the crystal bodice with prismatic sparkle while moonlight softly outlines her legs and feet, creating a dramatic, sensual, and divine atmosphere."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "50mm prime lens",
"aperture": "f/8 for full-body and environment sharpness",
"iso": 100,
"shutter_speed": "1/200s to freeze elegant motion clearly",
"focus": "Extreme sharp focus on crystal bodice, facial features, legs, feet, and temple details, no bokeh, no blur"
},
"style": "Ultra high-fashion editorial, night temple ritual, all-crystal couture, sexy yet sacred, ancient Egyptian royalty reimagined, cinematic realism, extremely detailed, sharp, iconic"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006158-167x300.png)

