摩根士丹利大幅下调英伟达GB200芯片出货量预期

观点网
04 Feb

观点网讯:2月4日,摩根士丹利在最新发布的报告中大幅下调了对英伟达GB200芯片2025年的出货量预期,从3万至3.5万件调整至2万至2.5万件,最差情况下出货量可能低于2万件。这一调整可能导致GB200供应链的市场影响达到300亿至350亿美元。此次下调反映了摩根士丹利对英伟达GB200芯片需求前景的悲观预期。报告指出,随着大客户微软资本支出放缓,英伟达GB200芯片的出货量可能面临较大压力。...

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