<p><strong>英伟达</strong>(NVDA 2.34%) 的股票在周二上涨，因为大盘从周一的下跌中反弹。截至东部时间中午 12:48，英伟达的股价上涨了 2.4%。在同一时刻，<strong>标准普尔 500 指数</strong> 上涨了 2.6%，而 <strong>纳斯达克综合指数</strong> 上涨了 3%。英伟达的股票在早些时候一度上涨了 3%。</p>
<p>周一，股票市场因唐纳德·特朗普总统加大了对美联储主席杰罗姆·鲍威尔及其利率政策的批评而遭到抛售，但市场似乎在华盛顿贸易战方面传出的乐观情绪的推动下，正在恢复一些失去的地面。除了大盘的动能外，英伟达的股票也可能受益于周二早上发布的新分析师报告。</p>
<p>周一，标准普尔 500 指数下跌了 2.4%，纳斯达克综合指数下跌了 2.6%。除了因宏观经济担忧引发的广泛抛售外，英伟达的股票在一份报告发布后也失去了部分价值，该报告称其即将推出的一款芯片可能因未披露的缺陷而延迟。作为人工智能（AI）硬件领导者，英伟达的股价在周一交易中下跌了约 4.8%，但在主要指数上涨的情况下，周二出现了反弹。</p>
<h2>分析师下调了对英伟达的目标价</h2>
<p>在周二早盘市场开盘前，<strong>巴克莱</strong> 发布了对英伟达的新覆盖报告。该公司对该股票的首席分析师汤姆·奥马利将其一年期目标价从每股 175 美元下调至 155 美元，以应对关税和贸易战的压力。另一方面，奥马利重申了对该股票的超配评级，相当于买入评级。</p>
<p><strong>美国银行</strong> 也将英伟达股票的目标价从每股 160 美元下调至 150 美元。尽管下调了目标价，但该银行认为，美国实际上禁止向中国出口英伟达的 H20 AI 处理器的影响已经在股票中得到充分反映，并且该业务在本财年仍将实现每股收益 3.97 美元，下一财年为 5.74 美元。该银行重申了对英伟达的买入评级。</p>
<p>尽管巴克莱和美国银行都下调了对这家芯片制造商的短期估值预测，但他们的新目标价仍暗示着从当前股价上升超过 50% 的空间。然而，投资者应当记住，宏观经济和地缘政治动态这些天正在迅速变化。无论好坏，支撑分析师目标价的因素可能会在短时间内发生变化。</p>

英伟达

<p>英伟达的股票在周二上涨了 2.4%，从周一因宏观经济担忧和潜在芯片延迟导致的 4.8% 下跌中恢复过来。更广泛的市场也反弹，标准普尔 500 指数上涨了 2.6%。来自巴克莱和美国银行的分析师将英伟达的目标价分别下调至 155 美元和 150 美元，但维持买入评级，暗示超过 50% 的上涨潜力。市场的复苏归因于对贸易紧张局势的乐观情绪以及近期分析师报告的影响</p>

<p><strong>Nvidia</strong>(NVDA 2.34%) stock is moving higher on Tuesday as the broader market rebounds from Monday's declines. The GPU leader's share price was up by 2.4% as of 12:48 p.m. ET. At the same point in the day, the <strong>S&amp;P 500</strong> was up 2.6%, and the <strong>Nasdaq Composite</strong> had risen 3%. Nvidia stock had been up as much as 3% earlier in the session.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 2.34%) 的股票在周二上涨，因为大盘从周一的下跌中反弹。截至东部时间中午 12:48，英伟达的股价上涨了 2.4%。在同一时刻，<strong>标准普尔 500 指数</strong> 上涨了 2.6%，而 <strong>纳斯达克综合指数</strong> 上涨了 3%。英伟达的股票在早些时候一度上涨了 3%。</p>
</div><p>Stocks sold off Monday after President Donald Trump intensified his criticism of Federal Reserve Chair Jerome Powell and the central bank's interest rate policy, but the market is recovering some of that lost ground, apparently in response to some optimism out of Washington on the trade war front. In addition to the broader market's momentum, Nvidia stock is likely also benefiting from new analyst reports that were published Tuesday morning.</p>
<div class="lb-trans"><p>周一，股票市场因唐纳德·特朗普总统加大了对美联储主席杰罗姆·鲍威尔及其利率政策的批评而遭到抛售，但市场似乎在华盛顿贸易战方面传出的乐观情绪的推动下，正在恢复一些失去的地面。除了大盘的动能外，英伟达的股票也可能受益于周二早上发布的新分析师报告。</p>
</div><p>The S&amp;P 500 fell 2.4% Monday, and the Nasdaq Composite index fell 2.6%. In addition to the widespread sell-offs driven by macroeconomic concerns, Nvidia stock also lost ground after a report was published stating that one of its upcoming chips could be delayed due to undisclosed flaws. The artificial intelligence (AI) hardware leader's share price fell roughly 4.8% in Monday's trading, but it's seeing a recovery Tuesday as major indexes move higher.</p>
<div class="lb-trans"><p>周一，标准普尔 500 指数下跌了 2.4%，纳斯达克综合指数下跌了 2.6%。除了因宏观经济担忧引发的广泛抛售外，英伟达的股票在一份报告发布后也失去了部分价值，该报告称其即将推出的一款芯片可能因未披露的缺陷而延迟。作为人工智能（AI）硬件领导者，英伟达的股价在周一交易中下跌了约 4.8%，但在主要指数上涨的情况下，周二出现了反弹。</p>
</div><h2>Analysts cut their price targets on Nvidia</h2>
<div class="lb-trans"><h2>分析师下调了对英伟达的目标价</h2>
</div><p>Before the market opened Tuesday morning, <strong>Barclays</strong> published new coverage on Nvidia. Tom O'Malley, the firm's lead analyst on the stock, lowered his one-year price target from $175 per share to $155 per share in response to tariff and trade-war pressures. On the other hand, O'Malley reiterated his overweight rating on the stock, which is equivalent to a buy rating.</p>
<div class="lb-trans"><p>在周二早盘市场开盘前，<strong>巴克莱</strong> 发布了对英伟达的新覆盖报告。该公司对该股票的首席分析师汤姆·奥马利将其一年期目标价从每股 175 美元下调至 155 美元，以应对关税和贸易战的压力。另一方面，奥马利重申了对该股票的超配评级，相当于买入评级。</p>
</div><p><strong>Bank of America</strong> also lowered its price target on Nvidia stock from $160 per share to $150 per share. Despite that cut, the bank thinks that the impact of the U.S. effectively banning the export of Nvidia's H20 AI processor to China has already been largely baked into the stock, and that the business will still post earnings per share of $3.97 in this fiscal year and $5.74 next fiscal year. The bank reiterated its buy rating on Nvidia.</p>
<div class="lb-trans"><p><strong>美国银行</strong> 也将英伟达股票的目标价从每股 160 美元下调至 150 美元。尽管下调了目标价，但该银行认为，美国实际上禁止向中国出口英伟达的 H20 AI 处理器的影响已经在股票中得到充分反映，并且该业务在本财年仍将实现每股收益 3.97 美元，下一财年为 5.74 美元。该银行重申了对英伟达的买入评级。</p>
</div><p>While Barclays and Bank of America both lowered their near-term valuation forecasts on the chipmaker, both of their new targets still imply upside of more than 50% from its share current price. However, investors should keep in mind that macroeconomic and geopolitical dynamics are shifting rapidly these days. For better or worse, the factors that underpin analysts' price targets could change in short order.</p>
<div class="lb-trans"><p>尽管巴克莱和美国银行都下调了对这家芯片制造商的短期估值预测，但他们的新目标价仍暗示着从当前股价上升超过 50% 的空间。然而，投资者应当记住，宏观经济和地缘政治动态这些天正在迅速变化。无论好坏，支撑分析师目标价的因素可能会在短时间内发生变化。</p>
</div>

Why Nvidia Stock Is Jumping Today

- Nvidia 股票因市场反弹而上涨，涨幅达 2.4%。  
- 分析师下调目标价，但仍维持买入评级。  
- 市场对贸易战乐观情绪推动股价回升。  

为什么英伟达的股票今天上涨