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GTC 2025大会前德银发布乐观展望 维持对英伟达“持有”评级

Deutsche Bank released an optimistic outlook ahead of the GTC 2025 conference, maintaining a 'Hold' rating on NVIDIA.

Breakings ·  Mar 17 08:15

The AI chip giant NVIDIA will hold the GTC 2025 conference from March 17 to 21. This NVIDIA GTC conference will feature more than 1,000 speeches and over 300 live demonstrations, covering areas such as humanoid robots, Cybersecurity, Medical, autonomous driving, and more. Deutsche Bank issued a Research Report last week, looking forward to the upcoming NVIDIA GTC 2025 conference. Deutsche Bank believes that this year's NVIDIA GTC conference will still focus primarily on the 'Datacenter', expecting NVIDIA to discuss the widespread Diffusion of AI computing across various Industries, as well as the company's various efforts to expand this ecosystem. Deutsche Bank also stated that it expects NVIDIA to release the Blackwell Ultra GB300 and B300 series GPUs at the GTC conference and may showcase the next generation Rubin series. Deutsche Bank maintained its 'Hold' rating on NVIDIA in the Research Report, with a Target Price of $145.

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