---
title: "分析师认为英伟达有望在第一季度创下记录，并可能提升业绩指引"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286654507.md"
description: "分析师预测，英伟达将在第一季度实现近 790 亿美元的创纪录收入，预计每股收益将因强劲的人工智能硬件需求而翻倍。美国对向中国公司销售 H200 芯片的批准可能进一步推动收入增长。多家机构已上调英伟达的目标价，有些机构预计将上涨超过 50%，这得益于强劲的人工智能芯片需求和强大的产品线"
datetime: "2026-05-16T22:51:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286654507.md)
  - [en](https://longbridge.com/en/news/286654507.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286654507.md)
---

# 分析师认为英伟达有望在第一季度创下记录，并可能提升业绩指引

Record Q1 expected: Analysts forecast Nvidia's revenue to near $79 billion and EPS to more than double, driven by AI hardware demand and strong supplier and customer results. China sales upside: US approval for H200 chip sales to major Chinese firms could add unmodeled revenue starting later this year, alongside the launch of Vera CPUs. Price targets climb: Multiple firms have raised Nvidia's price target, with some seeing over 50% upside, citing trillion-dollar AI chip demand visibility and strong product pipeline.

### 相关股票

- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md)
- [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md)
- [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [07788.HK](https://longbridge.com/zh-CN/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/zh-CN/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/zh-CN/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/zh-CN/quote/NVDD.US.md)
- [NVDQ.US](https://longbridge.com/zh-CN/quote/NVDQ.US.md)

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