<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/nvidia-live-with-ceo-jensen-huang.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1200" height="677" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/nvidia-live-with-ceo-jensen-huang.jpg"/></p>
<p>英伟达（NASDAQ: NVDA）在周二的盘前交易中上涨，此前首席执行官黄仁勋在公司的 GTC 主题演讲中对人工智能基础设施市场给出了超出预期的展望。</p>
<p>黄仁勋的言论得到了知名分析师的呼应，Wedbush 的 Daniel Ives 强调，英伟达仍然处于他所认为的仍在加速的支出周期的中心。</p>
<p>GTC 的氛围相当积极，主要原因是英伟达描绘了一个更宏大的未来愿景。</p>
<p>公司谈到了对推理工作负载的强劲和不断增长的需求，并对其下一代系统如 Blackwell 和 Vera Rubin 给出了更雄心勃勃的展望。</p>
<p>英伟达表示，与这些平台相关的采购订单到 2027 年可能达到约 1 万亿美元，这比其之前预计的到 2026 年约 5000 亿美元的估计大幅上升。</p>
<h2>英伟达股票：GTC 提升市场情绪</h2>
<p>投资者对公司强劲的需求评论反应强烈，英伟达股票在周一收盘上涨 1.65%。</p>
<p>这一反应的核心是黄仁勋的断言，即对加速计算的需求在不断扩大的客户基础上依然强劲。</p>
<p>公司现在不仅专注于训练人工智能模型（这是迄今为止的主要故事），还更加重视推理，即在这些模型构建并实际投入使用后发生的事情。</p>
<p>关键思想很简单：大规模运行人工智能可能会随着时间的推移成为一个更大且更稳定的收入来源。</p>
<p>如果这一切成真，这意味着英伟达的机会不仅仅与初期的人工智能热潮相关；它可能会更加广泛且持久。</p>
<h2>为什么分析师现在更加看涨</h2>
<p>分析师们已经希望在 GTC 上看到更多看涨信号，Wedbush 在活动前表示，英伟达可能会对企业人工智能需求提供 “非常看涨” 的更新。</p>
<p>他们还希望能对供应状况和 Vera Rubin 的发布时间表有更多的明确性。</p>
<p>在周一的主题演讲后，TipRanks 报道 Ives 将英伟达描述为 “处于 2026 年及以后人工智能需求曲线的顶端。”</p>
<p>他补充说，这次演讲给更广泛的科技交易带来了 “急需的信心提升”。</p>
<p>对 Ives 来说，这不仅仅是关于炫目的产品发布。更引人注目的是更宏大的图景。</p>
<p>黄仁勋指出，需求不再仅仅来自大型云服务商。</p>
<p>现在公司看到来自初创企业、传统企业，甚至政府支持或主权项目的兴趣。</p>
<p>换句话说，人工智能投资不再集中在少数几个人手中；它开始接触到更广泛的买家，这可能会保持势头。</p>
<p>修订后的预测也恰逢投资者在询问与人工智能相关的资本支出激增是否能持续到 2026 年之际。</p>
<p>文章《为什么 Daniel Ives 在 GTC 后对英伟达更加看涨？》首发于 Invezz。</p>

GTC 大会引爆 AI 叙事，算力、推理、智能体成焦点，产业链预期升温，资金聚焦硬件与应用落地主线。

<p>GTC 大会引爆 AI 叙事，算力、推理、智能体成焦点，产业链预期升温，资金聚焦硬件与应用落地主线。</p>

GTC大会带动AI叙事升温

英伟达

半导体 ETF - VanEck Vectors

2 倍做多 NVDA ETF - T-Rex

<p>在 GTC 大会上，首席执行官黄仁勋的乐观主题演讲后，英伟达的股票在盘前交易中上涨，强调了超出预期的人工智能基础设施市场。Wedbush 的分析师 Daniel Ives 指出，英伟达在加速支出周期中扮演着核心角色，对推理工作负载的强劲需求以及对下一代系统的雄心勃勃的预测。到 2027 年，英伟达的采购订单可能达到 1 万亿美元，显著高于之前 5000 亿美元的估计。GTC 大会上的积极情绪反映了对人工智能投资的更广泛兴趣，超越了主要云服务提供商，增强了对持续增长的信心</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/nvidia-live-with-ceo-jensen-huang.jpg" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/nvidia-live-with-ceo-jensen-huang.jpg"/></p>
<p>Nvidia (NASDAQ: NVDA) moved higher in the pre-market trading on Tuesday after CEO Jensen Huang used the company’s GTC keynote to deliver a bigger-than-expected view of the AI infrastructure market.</p>
<div class="lb-trans"><p>英伟达（NASDAQ: NVDA）在周二的盘前交易中上涨，此前首席执行官黄仁勋在公司的 GTC 主题演讲中对人工智能基础设施市场给出了超出预期的展望。</p>
</div><p>Jensen's remarks were echoed by the prominent analysts, with Wedbush's Daniel Ives emphasizing that Nvidia remains at the center of what he sees as a still-accelerating spending cycle.</p>
<div class="lb-trans"><p>黄仁勋的言论得到了知名分析师的呼应，Wedbush 的 Daniel Ives 强调，英伟达仍然处于他所认为的仍在加速的支出周期的中心。</p>
</div><p>The vibe at GTC was pretty upbeat, and a big reason for that was Nvidia laying out a much bigger picture of where it’s headed.</p>
<div class="lb-trans"><p>GTC 的氛围相当积极，主要原因是英伟达描绘了一个更宏大的未来愿景。</p>
</div><p>The company talked up strong and growing demand for inference workloads, and also gave a more ambitious outlook for its next-gen systems like Blackwell and Vera Rubin.</p>
<div class="lb-trans"><p>公司谈到了对推理工作负载的强劲和不断增长的需求，并对其下一代系统如 Blackwell 和 Vera Rubin 给出了更雄心勃勃的展望。</p>
</div><p>Nvidia says purchase orders tied to those platforms could reach around $1 trillion by 2027, which is a big jump from its earlier estimate of about $500 billion through 2026.</p>
<div class="lb-trans"><p>英伟达表示，与这些平台相关的采购订单到 2027 年可能达到约 1 万亿美元，这比其之前预计的到 2026 年约 5000 亿美元的估计大幅上升。</p>
</div><h2>Nvidia stock: GTC lifts sentiment</h2>
<div class="lb-trans"><h2>英伟达股票：GTC 提升市场情绪</h2>
</div><p>The investors responded strongly to the company’s stronger demand commentary, with Nvidia stock closing 1.65% on Monday.</p>
<div class="lb-trans"><p>投资者对公司强劲的需求评论反应强烈，英伟达股票在周一收盘上涨 1.65%。</p>
</div><p>At the center of that response was Huang’s assertion that demand for accelerated computing remains robust across a widening customer base.</p>
<div class="lb-trans"><p>这一反应的核心是黄仁勋的断言，即对加速计算的需求在不断扩大的客户基础上依然强劲。</p>
</div><p>Instead of just focusing on training AI models, which has been the big story so far, the company is now putting more emphasis on inference, or what happens after those models are built and actually put to use.</p>
<div class="lb-trans"><p>公司现在不仅专注于训练人工智能模型（这是迄今为止的主要故事），还更加重视推理，即在这些模型构建并实际投入使用后发生的事情。</p>
</div><p>The key idea is simple: running AI at scale could become an even bigger and more consistent revenue stream over time.</p>
<div class="lb-trans"><p>关键思想很简单：大规模运行人工智能可能会随着时间的推移成为一个更大且更稳定的收入来源。</p>
</div><p>And if that plays out, it means Nvidia’s opportunity isn’t just tied to the initial AI boom; it could be much broader and longer-lasting.</p>
<div class="lb-trans"><p>如果这一切成真，这意味着英伟达的机会不仅仅与初期的人工智能热潮相关；它可能会更加广泛且持久。</p>
</div><h2>Why analysts more bullish now</h2>
<div class="lb-trans"><h2>为什么分析师现在更加看涨</h2>
</div><p>The analysts were already hoping for more bullish signals from the GTC, with Wedbush saying before the event that Nvidia could deliver a “very bullish” update on enterprise AI demand.</p>
<div class="lb-trans"><p>分析师们已经希望在 GTC 上看到更多看涨信号，Wedbush 在活动前表示，英伟达可能会对企业人工智能需求提供 “非常看涨” 的更新。</p>
</div><p>They were also hoping for more clarity around supply conditions and the Vera Rubin launch timeline.</p>
<div class="lb-trans"><p>他们还希望能对供应状况和 Vera Rubin 的发布时间表有更多的明确性。</p>
</div><p>After the keynote on Monday, TipRanks reported that Ives described Nvidia as being “at the top of the AI demand curve for 2026 &amp; beyond.&#34;</p>
<div class="lb-trans"><p>在周一的主题演讲后，TipRanks 报道 Ives 将英伟达描述为 “处于 2026 年及以后人工智能需求曲线的顶端。”</p>
</div><p>He added that the presentation gave the broader tech trade “a much-needed confidence boost.”</p>
<div class="lb-trans"><p>他补充说，这次演讲给更广泛的科技交易带来了 “急需的信心提升”。</p>
</div><p>For Ives, it wasn’t just about the flashy product announcements. What stood out more was the bigger picture.</p>
<div class="lb-trans"><p>对 Ives 来说，这不仅仅是关于炫目的产品发布。更引人注目的是更宏大的图景。</p>
</div><p>Huang pointed out that demand is no longer just coming from the big cloud players.</p>
<div class="lb-trans"><p>黄仁勋指出，需求不再仅仅来自大型云服务商。</p>
</div><p>Now the company is seeing interest from startups, traditional enterprises, and even government-backed or sovereign projects.</p>
<div class="lb-trans"><p>现在公司看到来自初创企业、传统企业，甚至政府支持或主权项目的兴趣。</p>
</div><p>In other words, AI investment is no longer concentrated in a few hands; it’s starting to reach a much broader set of buyers, which could keep the momentum going.</p>
<div class="lb-trans"><p>换句话说，人工智能投资不再集中在少数几个人手中；它开始接触到更广泛的买家，这可能会保持势头。</p>
</div><p>The revised forecast also arrives at a moment when investors have been asking whether the surge in AI-related capital spending can hold up into 2026.</p>
<div class="lb-trans"><p>修订后的预测也恰逢投资者在询问与人工智能相关的资本支出激增是否能持续到 2026 年之际。</p>
</div><p>The post Why Daniel Ives is getting more bullish on Nvidia after GTC? appeared first on Invezz</p>
<div class="lb-trans"><p>文章《为什么 Daniel Ives 在 GTC 后对英伟达更加看涨？》首发于 Invezz。</p>
</div>

Why Daniel Ives is getting more bullish on Nvidia after GTC?

- 英伟达宣布到 2027 年的平台采购订单将达约 1 万亿美元。  
- CEO 黄仁勋强调 AI 基础设施市场需求强劲，超出预期。  
- 分析师认为投资者信心增强，AI 投资正扩展至更广泛的客户群体。

为什么 Daniel Ives 在 GTC 大会后对 NVIDIA 更加看好？