<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/nvidia-live-with-ceo-jensen-huang-1.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/nvidia-live-with-ceo-jensen-huang-1.jpg"/></p>
<p>英伟达（NVDA）股价在周二早盘从早期的跌幅中反弹，投资者在芯片制造商本周晚些时候即将发布的备受关注的财报前进行了布局。</p>
<p>该股最初下跌幅度达到 2%，随后缩减了损失，到中午时分基本持平。</p>
<p>华尔街普遍对英伟达的财报持乐观态度，认为这可能会重新点燃股价的上涨，并巩固其在人工智能热潮中的中心地位。</p>
<p>英伟达计划在周三收盘后发布其财年的第一季度业绩。</p>
<p>LSEG 调查的分析师预计，该公司的收益将比去年翻一番以上，而收入预计将激增近 80%。</p>
<h3>汇丰银行预计更强的指引</h3>
<p>汇丰银行将英伟达的目标股价从 295 美元上调至 325 美元，同时维持对该股的买入评级。</p>
<p>新的目标意味着相较于周一收盘价有大约 46% 的上涨空间。</p>
<p>汇丰分析师 Frank Lee 表示，他预计英伟达不仅会超越第一季度的预期，还会发布强于预期的当前季度指引。</p>
<p>Lee 指出，英伟达的 Blackwell AI 平台持续保持势头，以及其 Rubin 架构的预期推进是推动收益增长的关键因素。</p>
<p>他还表示，英伟达下一个主要的股票重新评级可能来自于超出传统超大规模云服务提供商的机会。</p>
<p>“我们相信，英伟达下一个主要的重新评级将由一个新的叙事驱动，这可以让市场对英伟达在向传统超大规模云服务商销售 AI GPU 之外的收益机会感到兴奋，” Lee 写道。</p>
<p>根据汇丰的说法，英伟达越来越多地扩大与主要云服务提供商以外的关系，以寻求扩大其 AI 基础设施生态系统的需求。</p>
<p>该银行表示，价格上涨和公司的 GPU 路线图已经被市场广泛理解，这意味着未来的上涨可能越来越依赖于新的客户类别和相邻的 AI 基础设施机会。</p>
<h2>Alphabet 和黑石推动 TPU 扩展</h2>
<p>与此同时，AI 基础设施市场的其他发展突显了数据中心和 AI 芯片之间竞争的加剧。</p>
<p>Alphabet 和黑石宣布计划推出一家新的 AI 云公司，围绕谷歌的张量处理单元（TPU）构建。</p>
<p>该合资企业将创建一家美国公司，为客户提供数据中心容量和 TPU 计算服务。</p>
<p>黑石表示，计划初始投入 50 亿美元的股本，并预计首批 500 兆瓦的容量将在 2027 年上线，随后逐步扩大。</p>
<p>这一举措直接挑战了 Emerging “neocloud” 提供商，如 CoreWeave 和 Nebius，这两者主要依赖于英伟达的芯片。</p>
<p>在公告发布后，CoreWeave 和 Nebius 的股价在早盘交易中均下跌。</p>
<p>这一合作关系还表明，Alphabet 在构建以其自有 TPU 芯片为中心的更广泛 AI 生态系统方面的雄心日益增长，而不是完全依赖第三方 GPU 供应商。</p>
<h2>英伟达仍然是 AI 热潮的中心</h2>
<p>尽管来自定制芯片和替代 AI 基础设施提供商的竞争日益加剧，英伟达仍然是全球先进 AI 加速器的主导供应商。</p>
<p>该公司继续受益于超大规模云服务商、政府、企业和初创公司在建设 AI 能力方面的巨额支出承诺。</p>
<p>本周投资者的关注将集中在英伟达对 AI 需求、生产能力、利润率、Blackwell 部署和国际销售机会（特别是在中国）方面的指引上。</p>
<p>华尔街普遍继续将英伟达视为正在进行的 AI 基础设施扩展周期中最明显的大规模受益者，即使竞争对手试图围绕专有芯片和云平台构建竞争生态系统。</p>
<p>这篇文章的标题为《英伟达股价在财报前抹去早期损失：预期是什么》，首次出现在 Invezz 上。</p>

英伟达

2 倍做多英伟达 ETF - GraniteShares

2 倍做多 NVDA ETF - T-Rex

2 倍做多英伟达 ETF - Direxion

英伟达期权收益策略 ETF - YieldMax

<p>英伟达（Nvidia，股票代码：NVDA）股价在早盘下跌后反弹，投资者为即将发布的财报做准备。该股最初下跌 2%，但在午间时分稳定下来。分析师预计，公司的盈利将同比增长超过两倍，收入预计将激增近 80%。汇丰银行将其目标股价上调至 325 美元，理由是英伟达在人工智能平台上的强劲指引和增长。尽管竞争加剧，英伟达仍然是人工智能市场的关键参与者，投资者关注其生产能力和国际销售机会</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/nvidia-live-with-ceo-jensen-huang-1.jpg" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/nvidia-live-with-ceo-jensen-huang-1.jpg"/></p>
<p>Shares of Nvidia (NVDA) recovered from early losses Tuesday as investors positioned ahead of the chipmaker’s closely watched earnings report later this week.</p>
<div class="lb-trans"><p>英伟达（NVDA）股价在周二早盘从早期的跌幅中反弹，投资者在芯片制造商本周晚些时候即将发布的备受关注的财报前进行了布局。</p>
</div><p>The stock initially fell as much as 2% before trimming losses and trading roughly flat by midday.</p>
<div class="lb-trans"><p>该股最初下跌幅度达到 2%，随后缩减了损失，到中午时分基本持平。</p>
</div><p>Wall Street remains broadly optimistic that Nvidia’s earnings could reignite the stock’s rally and reinforce its position at the centre of the artificial intelligence boom.</p>
<div class="lb-trans"><p>华尔街普遍对英伟达的财报持乐观态度，认为这可能会重新点燃股价的上涨，并巩固其在人工智能热潮中的中心地位。</p>
</div><p>Nvidia is scheduled to report fiscal first-quarter results Wednesday after the bell.</p>
<div class="lb-trans"><p>英伟达计划在周三收盘后发布其财年的第一季度业绩。</p>
</div><p>Analysts surveyed by LSEG expect the company’s earnings to more than double from a year earlier, while revenue is projected to surge nearly 80%.</p>
<div class="lb-trans"><p>LSEG 调查的分析师预计，该公司的收益将比去年翻一番以上，而收入预计将激增近 80%。</p>
</div><h3>HSBC expects stronger guidance</h3>
<div class="lb-trans"><h3>汇丰银行预计更强的指引</h3>
</div><p>HSBC raised its price target on Nvidia to $325 from $295 while maintaining a Buy rating on the stock.</p>
<div class="lb-trans"><p>汇丰银行将英伟达的目标股价从 295 美元上调至 325 美元，同时维持对该股的买入评级。</p>
</div><p>The new target implies roughly 46% upside from Monday’s close.</p>
<div class="lb-trans"><p>新的目标意味着相较于周一收盘价有大约 46% 的上涨空间。</p>
</div><p>HSBC analyst Frank Lee said he expects Nvidia not only to beat first-quarter expectations, but also to issue stronger-than-expected guidance for the current quarter.</p>
<div class="lb-trans"><p>汇丰分析师 Frank Lee 表示，他预计英伟达不仅会超越第一季度的预期，还会发布强于预期的当前季度指引。</p>
</div><p>Lee pointed to continued momentum from Nvidia’s Blackwell AI platform and the anticipated ramp of its Rubin architecture as key drivers of earnings growth.</p>
<div class="lb-trans"><p>Lee 指出，英伟达的 Blackwell AI 平台持续保持势头，以及其 Rubin 架构的预期推进是推动收益增长的关键因素。</p>
</div><p>He also said Nvidia’s next major stock re-rating could come from opportunities beyond traditional hyperscale cloud providers.</p>
<div class="lb-trans"><p>他还表示，英伟达下一个主要的股票重新评级可能来自于超出传统超大规模云服务提供商的机会。</p>
</div><p>“We believe that the next major re-rating for Nvidia will be driven by a new narrative that can get the market excited about Nvidia’s earnings opportunity beyond selling AI GPUs to traditional hyperscalers,” Lee wrote.</p>
<div class="lb-trans"><p>“我们相信，英伟达下一个主要的重新评级将由一个新的叙事驱动，这可以让市场对英伟达在向传统超大规模云服务商销售 AI GPU 之外的收益机会感到兴奋，” Lee 写道。</p>
</div><p>According to HSBC, Nvidia has increasingly expanded relationships outside major cloud providers as it looks to broaden demand for its AI infrastructure ecosystem.</p>
<div class="lb-trans"><p>根据汇丰的说法，英伟达越来越多地扩大与主要云服务提供商以外的关系，以寻求扩大其 AI 基础设施生态系统的需求。</p>
</div><p>The bank said pricing increases and the company’s GPU roadmap are already largely understood by the market, meaning future upside may increasingly depend on new customer categories and adjacent AI infrastructure opportunities.</p>
<div class="lb-trans"><p>该银行表示，价格上涨和公司的 GPU 路线图已经被市场广泛理解，这意味着未来的上涨可能越来越依赖于新的客户类别和相邻的 AI 基础设施机会。</p>
</div><h2>Alphabet and Blackstone push TPU expansion</h2>
<div class="lb-trans"><h2>Alphabet 和黑石推动 TPU 扩展</h2>
</div><p>At the same time, developments elsewhere in the AI infrastructure market are highlighting intensifying competition around data centers and AI chips.</p>
<div class="lb-trans"><p>与此同时，AI 基础设施市场的其他发展突显了数据中心和 AI 芯片之间竞争的加剧。</p>
</div><p>Alphabet and Blackstone announced plans to launch a new AI cloud company built around Google’s Tensor Processing Units, or TPUs.</p>
<div class="lb-trans"><p>Alphabet 和黑石宣布计划推出一家新的 AI 云公司，围绕谷歌的张量处理单元（TPU）构建。</p>
</div><p>The joint venture will create a US-based company offering data-center capacity and TPU compute services to customers.</p>
<div class="lb-trans"><p>该合资企业将创建一家美国公司，为客户提供数据中心容量和 TPU 计算服务。</p>
</div><p>Blackstone said it plans to commit an initial $5 billion in equity capital and expects the first 500 megawatts of capacity to come online in 2027 before scaling further over time.</p>
<div class="lb-trans"><p>黑石表示，计划初始投入 50 亿美元的股本，并预计首批 500 兆瓦的容量将在 2027 年上线，随后逐步扩大。</p>
</div><p>The move represents a direct challenge to emerging “neocloud” providers such as CoreWeave and Nebius, both of which largely rely on Nvidia chips.</p>
<div class="lb-trans"><p>这一举措直接挑战了 Emerging “neocloud” 提供商，如 CoreWeave 和 Nebius，这两者主要依赖于英伟达的芯片。</p>
</div><p>Shares of CoreWeave and Nebius both fell in early trading following the announcement.</p>
<div class="lb-trans"><p>在公告发布后，CoreWeave 和 Nebius 的股价在早盘交易中均下跌。</p>
</div><p>The partnership also signals Alphabet’s growing ambitions to build a broader AI ecosystem centered around its in-house TPU chips rather than relying entirely on third-party GPU suppliers.</p>
<div class="lb-trans"><p>这一合作关系还表明，Alphabet 在构建以其自有 TPU 芯片为中心的更广泛 AI 生态系统方面的雄心日益增长，而不是完全依赖第三方 GPU 供应商。</p>
</div><h2>Nvidia still at the center of the AI boom</h2>
<div class="lb-trans"><h2>英伟达仍然是 AI 热潮的中心</h2>
</div><p>Despite growing competition from custom chips and alternative AI infrastructure providers, Nvidia remains the dominant supplier of advanced AI accelerators globally.</p>
<div class="lb-trans"><p>尽管来自定制芯片和替代 AI 基础设施提供商的竞争日益加剧，英伟达仍然是全球先进 AI 加速器的主导供应商。</p>
</div><p>The company continues to benefit from massive spending commitments from hyperscalers, governments, enterprises, and startups racing to build AI capacity.</p>
<div class="lb-trans"><p>该公司继续受益于超大规模云服务商、政府、企业和初创公司在建设 AI 能力方面的巨额支出承诺。</p>
</div><p>Investor focus this week will center on Nvidia’s guidance around AI demand, production capacity, margins, Blackwell deployments, and international sales opportunities — particularly in China.</p>
<div class="lb-trans"><p>本周投资者的关注将集中在英伟达对 AI 需求、生产能力、利润率、Blackwell 部署和国际销售机会（特别是在中国）方面的指引上。</p>
</div><p>Wall Street largely continues to view Nvidia as the clearest large-scale beneficiary of the ongoing AI infrastructure expansion cycle, even as rivals attempt to build competing ecosystems around proprietary chips and cloud platforms.</p>
<div class="lb-trans"><p>华尔街普遍继续将英伟达视为正在进行的 AI 基础设施扩展周期中最明显的大规模受益者，即使竞争对手试图围绕专有芯片和云平台构建竞争生态系统。</p>
</div><p>The post Nvidia stock erases early losses ahead of earnings: what to expect appeared first on Invezz</p>
<div class="lb-trans"><p>这篇文章的标题为《英伟达股价在财报前抹去早期损失：预期是什么》，首次出现在 Invezz 上。</p>
</div>

Nvidia stock erases early losses ahead of earnings: what to expect

- Nvidia 股价在财报前回升，投资者提前布局。  
- 分析师预计财报显示盈利翻倍，收入增幅近 80%。  
- 仍面临 Alphabet 和 Blackstone 等竞争者的挑战。

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汇丰

谷歌-A

谷歌-C

黑石集团

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汇丰控股有限公司

英伟达股票在财报发布前抹去早期的损失：我们应该期待什么