英伟达大幅反弹，"香饽饽"地位稳固

金十数据06-26

周二，英伟达美股大涨6.8%，成为当天标准普尔500指数中表现第二好的股票。在此之前，英伟达股价连续三个交易日下跌了12.9%。道琼斯市场数据显示，是自2021年3月9日以来，这是该股首次在前一个交易日跌超6%后，在次日涨超6%。摩根士丹利在周二的一份报告中重申了对英伟达的看涨观点。改行分析师约瑟夫•摩尔（Joseph Moore）在报告中写道：“需求方面仍然强劲，H100芯片的需求仍令人惊讶...

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H200），而不是传统和低端GPU（或图形处理单元），这与我们此前的调查结果一致。”此外，机架规模的系统将会有更多的需求，即对模型工作的需求。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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