英伟达成为焦点，美国银行重申在GTC之前购买

2026-03-10 20:39

Nvidia (NVDA) was in focus on Tuesday as Bank of America reiterated its Buy rating and $300 price target on the semiconductor giant ahead of its annual GTC event, set for next week.
“We highlight three areas of focus: 1) An updated product pipeline through Feynman GPUs (2028), 2) A new wide range of co-designed (customized) and disaggregated products (i.e., CPX for inference prefill, LPU for low-latency decode), and 3) Proprietary optics in scale-up (CPO-integrated switches, etc.),” analyst Vivek Arya wrote in a note to clients. “Moreover, while we don’t expect an official 2027-28 sales outlook, any color around Rubin ramp (CY27-28) could help the currently depressed stock (at historical low 17x fwd PE), following a strong Blackwell ramp with $0.5Tn in cumulative sales.”
Aside from the aforementioned products, Arya said he expects to hear more about Nvidia's 102.4T Spectrum-6 switch pairs (that work with the Rubin platform) and its 115T Quantum-X with co-packaged optics. There is also the chance that there could be a joint announcement with Intel (INTC) on a custom x86 CPU that “helps extend NVDA’s adoption in enterprise DCs, and even in consumer CPU,” Arya added.

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