---
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.

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