大摩指出,受益于大型语言模型对推理芯片的巨大需求,英伟达面临GPU供不应求局面。但在持续的供应限制、毛利率压力等负面影响下,大摩轻微下调英伟达目标价至160美元。长期来看,公司增长轨迹依然强劲。过去四周,投资者情绪因宏观经济和供应链风险而恶化,但与此同时,对英伟达GPU核心的需求却因主要大型语言模型(LLM)对推理芯片的巨大需求而飙升,且这种需求遍及所有地区。根据摩根士丹利Joseph Moore...
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