---
title: "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"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286687423.md"
description: "來自美國銀行和 Wolfe Research 的分析師提高了對英偉達的展望，強調其在人工智能市場的強大份額和需求，預計將持續到 2027 年。英偉達 2026 財年第四季度的數據中心收入達到 623 億美元，同比增長 75%，這得益於大規模的人工智能基礎設施訂單。即將於 5 月 20 日發佈的財報將顯示英偉達能否在定製芯片競爭加劇的情況下保持增長"
datetime: "2026-05-17T23:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286687423.md)
  - [en](https://longbridge.com/en/news/286687423.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286687423.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

Analysts turn bullish: Bank of America and Wolfe Research raised outlooks on Nvidia, citing dominant AI market share and robust demand through 2027. Record-breaking revenue: Q4 FY2026 data center revenue hit $62.3B, up 75% year over year, with major hyperscalers locking in large-scale AI infrastructure orders. Earnings watch: May 20 results will reveal whether Nvidia sustains growth during its Blackwell-to-Vera Rubin transition amid rising custom chip competition.

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