---
title: "分析師認為英偉達有望在第一季度創下記錄，並可能提升業績指引"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286654507.md"
description: "分析師預測，英偉達將在第一季度實現近 790 億美元的創紀錄收入，預計每股收益將因強勁的人工智能硬件需求而翻倍。美國對向中國公司銷售 H200 芯片的批准可能進一步推動收入增長。多家機構已上調英偉達的目標價，有些機構預計將上漲超過 50%，這得益於強勁的人工智能芯片需求和強大的產品線"
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)
---

# 分析師認為英偉達有望在第一季度創下記錄，並可能提升業績指引

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.

### 相關股票

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

## 相關資訊與研究

- [英偉達即將公佈財報，相關期權交易升温](https://longbridge.com/zh-HK/news/286928811.md)
- [學者認為美國誤判中國 AI 發展速度重新調整政策 從嚴格管制晶片出口轉為合作](https://longbridge.com/zh-HK/news/286707990.md)
- [分析師在財報發佈前提升了英偉達的前景，因為人工智能需求激增](https://longbridge.com/zh-HK/news/286687423.md)
- [隨着 Wolfe Research 加倍下注，英偉達的人工智能領導地位再次成為關注的焦點](https://longbridge.com/zh-HK/news/286680544.md)
- [英偉達將在 5 月 20 日發佈第一季度財報，期權交易者預計 NVDA 股票將出現 8.65% 的波動](https://longbridge.com/zh-HK/news/286763191.md)