近日，中信证券发布研报，维持对英伟达（NVIDIA）的“买入”评级，并给予其目标价为125美元。研报指出，英伟达在人工智能（AI）芯片领域的领先地位持续巩固，尤其在数据中心和生成式AI相关业务方面表现强劲。随着全球AI基础设施投资加速，英伟达的GPU产品需求持续旺盛，带动其营收与利润显著增长。此外，公司软件生态（如CUDA平台）构建了高壁垒护城河，进一步增强了客户粘性与市场竞争力。中信证券认为，尽管当前估值较高，但考虑到英伟达在AI浪潮中的核心地位及其长期增长潜力，该股仍具备良好的投资价值。未来，若AI应用进一步落地、自动驾驶及边缘计算等新业务取得突破，有望为公司打开新的增长空间。
Recently, CITIC Securities released a research report maintaining its ‘Buy’ rating on NVIDIA with a target price of $125 per share. The report highlights NVIDIA’s continued leadership in the artificial intelligence (AI) chip market, particularly driven by strong performance in data center and generative AI-related businesses. As global investment in AI infrastructure accelerates, demand for NVIDIA’s GPUs remains robust, significantly boosting the company’s revenue and profits. Additionally, NVIDIA’s software ecosystem—especially its CUDA platform—has created a high barrier to entry, enhancing customer stickiness and competitive advantage. CITIC Securities acknowledges that while NVIDIA’s current valuation is relatively high, its pivotal role in the ongoing AI wave and long-term growth potential still make it an attractive investment. Future catalysts could include broader adoption of AI applications and breakthroughs in emerging areas such as autonomous driving and edge computing, which may unlock new growth opportunities for the company.
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