<p><strong>英伟达（</strong> <strong>NASDAQ:NVDA</strong> <strong>)</strong> 继续从强势地位运营，稳步扩展其在人工智能领域的影响力。该公司最近对 Groq 的伪收购符合这一模式。</p>
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<p>根据一项据称价值 200 亿美元的非独占许可协议，英伟达获得了 Groq 的推理技术。此外，Groq 的创始人、总裁和几位关键团队成员将加入英伟达，带来技术专长和知识产权。</p>
<p>英伟达的芯片在训练人工智能数据集方面被广泛认为是最佳和最优秀的。然而，在推理领域，NVDA 并没有享有同样的主导地位。将 Groq 的推理能力整合到英伟达生态系统中被视为扩大其在这一领域行业领先护城河的努力。</p>
<p>投资者应该如何看待这笔交易？华尔街对英伟达的看法总体上是积极的，这项协议并没有改变这种乐观情绪。例如，花旗集团和瑞银在公告后重申了积极的看法。</p>
<p>瑞银顶级分析师 Timothy Arcuri——华尔街前 1% 的专家之一——认为这一举动确实聪明，认为这 “可能增强 NVDA 在高速推理应用中的服务能力，而这一领域的 GPU 并不理想，因为所有的离芯 HBM（高带宽内存）。”</p>
<p>这位五星级分析师解释说，Groq 的 LPU（语言处理单元）技术专注于高速推理，并有效解决 GPU 的延迟问题。Arcuri 进一步指出，Groq 特别适合帮助解决这一挑战。</p>
<p>“我们过去一年与超大规模专家的讨论表明，许多人认为 Groq 的产品具有高度差异化，常常在其他加速器初创公司中被单独提及，” Arcuri 补充道。</p>
<p>毫不奇怪，瑞银预计未来一年股价将进一步上涨，这主要将由每股收益的上调推动。Arcuri 给予 NVDA 买入评级，他的目标价为 235 美元，意味着未来约 24% 的收益。（要查看 Arcuri 的业绩记录，请点击这里）</p>
<p>花旗也持相同观点。五星级分析师 Atif Malik，同样是华尔街前 1% 的专家，称这笔交易 “显然是积极的”，强调了他对英伟达发展轨迹的信心。</p>
<p>Malik 喜欢英伟达承认专门推理架构的重要性，尤其是在 “实时和成本高效的人工智能部署” 方面。主动将 Groq 引入应该有助于英伟达抵御来自 TPU 甚至初创公司的潜在竞争。</p>
<p>“通过许可 Groq 的知识产权，英伟达可以迅速在其路线图中添加更多优化推理的计算堆栈，而无需从头开始构建技术，” Malik 解释道，他补充说，许可安排应该有助于公司避免监管障碍。</p>
<p>分析师预计超大规模推理需求每六个月将翻一番，为 NVDA 在未来一年继续发展提供了充足的机会。</p>
<p>为此，Malik 重申了对 NVDA 股票的买入评级，他的目标价为 270 美元，这将转化为超过 40% 的收益。（要查看 Malik 的业绩记录，请点击这里）</p>
<p>总体而言，英伟达继续稳居华尔街买入名单的首位，获得 39 个买入评级，仅有 1 个持有和 1 个卖出评级。该股票的共识评级为强烈买入，华尔街 12 个月的平均目标价为 262.79 美元，意味着到 2026 年将有 39% 的上涨空间。（见 <strong>NVDA 股票预测</strong>）</p>

英伟达

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

<p>花旗集团和瑞银对英伟达（NASDAQ: NVDA）表示了积极的看法，此次与 Groq 达成的价值 200 亿美元的许可协议旨在增强英伟达在人工智能推理方面的能力，这是其希望提升竞争优势的领域。瑞银分析师 Timothy Arcuri 和花旗分析师 Atif Malik 均重申了对英伟达的买入评级，目标价分别为 235 美元和 270 美元，暗示潜在收益分别为 24% 和超过 40%。总体而言，英伟达在未来一年内持有强烈的买入共识评级，具有显著的上行潜力</p>

<p><strong>Nvidia (</strong> <strong>NASDAQ:NVDA</strong> <strong>)</strong> continues to operate from a position of strength, steadily extending its reach across the AI stack. The company's recent pseudo-acquisition of Groq fits that pattern.</p>
<div class="lb-trans"><p><strong>英伟达（</strong> <strong>NASDAQ:NVDA</strong> <strong>)</strong> 继续从强势地位运营，稳步扩展其在人工智能领域的影响力。该公司最近对 Groq 的伪收购符合这一模式。</p>
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<div class="lb-trans"><h3>在这个假期季节，TipRanks 享受 70% 的折扣</h3>
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</div><p>Under a non-exclusive licensing agreement reportedly valued at $20 billion, Nvidia gains access to Groq's inference technology. In addition, Groq's founder, president, and several key team members will join Nvidia, bringing technical expertise along with the IP.</p>
<div class="lb-trans"><p>根据一项据称价值 200 亿美元的非独占许可协议，英伟达获得了 Groq 的推理技术。此外，Groq 的创始人、总裁和几位关键团队成员将加入英伟达，带来技术专长和知识产权。</p>
</div><p>Nvidia's chips are widely acknowledged as the best and brightest when it comes to training AI datasets. However, in the world of inference, NVDA doesn't enjoy quite the same level of dominance. The move to integrate Groq's inference abilities into the Nvidia ecosystem was seen as an effort to expand its industry-leading moat in this dimension as well.</p>
<div class="lb-trans"><p>英伟达的芯片在训练人工智能数据集方面被广泛认为是最佳和最优秀的。然而，在推理领域，NVDA 并没有享有同样的主导地位。将 Groq 的推理能力整合到英伟达生态系统中被视为扩大其在这一领域行业领先护城河的努力。</p>
</div><p>How should investors view the deal? Wall Street is overwhelmingly positive when it comes to Nvidia, and this agreement hasn't changed the bullish mood one bit. For instance, both Citigroup and UBS reiterated positive views following the announcement.</p>
<div class="lb-trans"><p>投资者应该如何看待这笔交易？华尔街对英伟达的看法总体上是积极的，这项协议并没有改变这种乐观情绪。例如，花旗集团和瑞银在公告后重申了积极的看法。</p>
</div><p>Top UBS analyst Timothy Arcuri – who is among the top 1% of Wall Street pros – deemed the move astute indeed, positing that it &#34;could bolster NVDA's ability to service high speed inference applications, an area where GPUs are not ideally suited because of all the off chip HBM (high bandwidth memory).&#34;</p>
<div class="lb-trans"><p>瑞银顶级分析师 Timothy Arcuri——华尔街前 1% 的专家之一——认为这一举动确实聪明，认为这 “可能增强 NVDA 在高速推理应用中的服务能力，而这一领域的 GPU 并不理想，因为所有的离芯 HBM（高带宽内存）。”</p>
</div><p>The 5-star analyst explains that Groq's LPU (language processing units) technology specializes in high-speed inference and is effective at resolving latency issues with GPUs. Further supporting the move, Arcuri points out that Groq is especially well-suited to help address this challenge.</p>
<div class="lb-trans"><p>这位五星级分析师解释说，Groq 的 LPU（语言处理单元）技术专注于高速推理，并有效解决 GPU 的延迟问题。Arcuri 进一步指出，Groq 特别适合帮助解决这一挑战。</p>
</div><p>&#34;Our own discussions with hyperscale experts over the past year suggested that many saw Groq's offering as highly differentiated, frequently singled out among other accelerator startups,&#34; adds Arcuri.</p>
<div class="lb-trans"><p>“我们过去一年与超大规模专家的讨论表明，许多人认为 Groq 的产品具有高度差异化，常常在其他加速器初创公司中被单独提及，” Arcuri 补充道。</p>
</div><p>No surprise here, UBS expects further share price appreciation in the year ahead, which should be driven mostly by upwards EPS revisions. Arcuri assigns NVDA a Buy rating, and his price target of $235 implies future gains of some 24%. (To watch Arcuri's track record, click here)</p>
<div class="lb-trans"><p>毫不奇怪，瑞银预计未来一年股价将进一步上涨，这主要将由每股收益的上调推动。Arcuri 给予 NVDA 买入评级，他的目标价为 235 美元，意味着未来约 24% 的收益。（要查看 Arcuri 的业绩记录，请点击这里）</p>
</div><p>Citi is singing from the same hymn sheet. 5-star analyst Atif Malik, who is also among the top 1% of Wall Street experts, calls the deal &#34;a clear positive,&#34; underscoring his confidence in Nvidia's trajectory.</p>
<div class="lb-trans"><p>花旗也持相同观点。五星级分析师 Atif Malik，同样是华尔街前 1% 的专家，称这笔交易 “显然是积极的”，强调了他对英伟达发展轨迹的信心。</p>
</div><p>Malik likes the fact that Nvidia is acknowledging the importance of specialized inference architecture, especially when it comes to &#34;real-time and cost-efficient AI deployments.&#34; Taking the initiative to bring Groq inside should help Nvidia head off potential competition from TPUs and even startups.</p>
<div class="lb-trans"><p>Malik 喜欢英伟达承认专门推理架构的重要性，尤其是在 “实时和成本高效的人工智能部署” 方面。主动将 Groq 引入应该有助于英伟达抵御来自 TPU 甚至初创公司的潜在竞争。</p>
</div><p>&#34;By licensing Groq's IP, Nvidia can swiftly add more inference-optimized compute stacks to its road map without building the technology from the ground up,&#34; explains Malik, who adds that the licensing arrangement should help the company avoid regulatory hiccups.</p>
<div class="lb-trans"><p>“通过许可 Groq 的知识产权，英伟达可以迅速在其路线图中添加更多优化推理的计算堆栈，而无需从头开始构建技术，” Malik 解释道，他补充说，许可安排应该有助于公司避免监管障碍。</p>
</div><p>The analyst expects hyperscale inference demand to double every six months, providing no shortage of opportunity for NVDA to keep on rolling in the year ahead.</p>
<div class="lb-trans"><p>分析师预计超大规模推理需求每六个月将翻一番，为 NVDA 在未来一年继续发展提供了充足的机会。</p>
</div><p>To this end, Malik is reiterating a Buy rating on NVDA shares, and his $270 price target would translate into gains north of 40%. (To watch Malik's track record, click here)</p>
<div class="lb-trans"><p>为此，Malik 重申了对 NVDA 股票的买入评级，他的目标价为 270 美元，这将转化为超过 40% 的收益。（要查看 Malik 的业绩记录，请点击这里）</p>
</div><p>Overall, Nvidia continues to sit firmly at the top of Wall Street's buy lists, backed by an overwhelming 39 Buys versus just 1 Hold and 1 Sell. The stock carries a Strong Buy consensus rating, and the Street's 12-month average price target of $262.79 implies 39% upside heading into 2026. (See <strong>NVDA stock forecast</strong>)</p>
<div class="lb-trans"><p>总体而言，英伟达继续稳居华尔街买入名单的首位，获得 39 个买入评级，仅有 1 个持有和 1 个卖出评级。该股票的共识评级为强烈买入，华尔街 12 个月的平均目标价为 262.79 美元，意味着到 2026 年将有 39% 的上涨空间。（见 <strong>NVDA 股票预测</strong>）</p>
</div>

Citigroup, UBS Size Up Nvidia Stock as AI Inference Ramps Up

- Nvidia 通过与 Groq 的许可协议获得价值 200 亿美元的推理技术。  
- 分析师对该交易持积极态度，认为将增强 Nvidia 在高速推理应用中的竞争力。  
- Nvidia 未来股价预测为 262.79 美元，意味着 39% 的上涨潜力。

花旗集团和瑞银集团评估英伟达股票，随着人工智能推理的加速