英伟达(NVDA.US)豪掷200亿美元“收编”最强对手，华尔街：目标价看涨至300美元

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英伟达(NVDA.US)豪掷200亿美元“收编”最强对手，华尔街：目标价看涨至300美元

智通财经2025-12-27

【英伟达(NVDA.US)豪掷200亿美元“收编”最强对手，华尔街：目标价看涨至300美元】智通财经APP获悉，华尔街分析师对英伟达(NVDA.US)与AI推理芯片公司Groq的最新交易普遍持乐观态度。其中，Cantor机构认为该交易兼具"进攻性"与"防御性"双重战略意义，重申英伟达为"首选股"，维持"增持"评级并给出300美元目标价;而美银则指出，英伟达以高价收购Groq虽在意料之外，却成功将潜在ASIC技术威胁转化为自身竞争壁垒，从长期视角看这一布局价值显著，因此维持"买入"评级及275美元目标价。

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