Nvidia Stock Drops After Huang's CES Keynote: Analysts Dub It 'End-To-End AI Shop'
Nvidia Stock Drops After Huang's CES Keynote: Analysts Dub It 'End-To-End AI Shop'
Bank of America analyst Vivek Arya maintained a Buy rating with a $190 price target.NVIDIA Corporation (NASDAQ:NVDA) analysts are highlighting the company's upcoming product line and growth in segments like robotics and artificial intelligence after CEO Jensen Huang's keynote at the 2025 CES conference.
英偉達公司（納斯達克：NVDA）的分析師在首席執行官黃仁勳於2025 CES大會的主題演講後，強調了該公司即將推出的產品線和在機器人及人工智能等領域的增長。
The NVDA Analysts:
NVDA分析師：
Benchmark analyst Cody Acree reiterated a Buy rating on Nvidia with a $190 price target.
Bank of America analyst Vivek Arya maintained a Buy rating with a $190 price target.
Benchmark分析師Cody Acree重申了對英偉達的買入評級，目標價爲190美元。
美國銀行分析師Vivek Arya維持了190美元的買入評級。
Benchmark on NVDA: Nvidia had a "solid, but somewhat muted CES keynote," Acree said in a new investor note.
Benchmark對NVDA的看法：Acree在一份新的投資者報告中表示，英偉達的CES主題演講"穩健，但稍顯平淡。"
Acree described Huang's keynote as a "master-class on the current state and direction of the AI industry." However, the announcements might have leaned too heavily on technical details, offering limited clarity for shareholders seeking a near-term outlook on the ramp of Blackwell and its next-generation GPU platform.
Acree將黃仁勳的主題演講形容爲"關於人工智能行業當前狀態和方向的課堂教學。"然而，這些公告可能過於側重於技術細節，給尋求對Blackwell及其下一代GPU平台的短期展望的股東提供了有限的清晰性。
"We believe many investors were hoping for more concrete progress updates," Acree said.
"我們相信許多投資者希望看到更具體的進展更新，" Acree表示。
The analyst highlighted the unveiling of the Nvidia 5000 series, focusing on AI agents and the Cosmos platform announcement for autonomous vehicles and robots.
分析師強調了英偉達5000系列的發佈，重點關注人工智能代理和阿童木平台對自動駕駛汽車和機器人的公告。
Several automotive companies working with Nvidia were named during the keynote.
在主題演講中提到了幾家與英偉達合作的汽車公司。
"With platforms spanning training in the cloud to simulation to compute in the car, NVIDIA's automotive vertical business is expected to grow to approximately $5 billion in fiscal year 2026."
「從雲端訓練到模擬再到車內計算，英偉達的汽車業務預計在2026財年將增長至約50億。」
Bank of America on NVDA: Huang's CES keynote showed Nvidia's AI dominance in the cloud, enterprise and consumer segments, Arya said in a new investor note.
美國銀行關於英偉達的看法：黃的CES主題演講顯示了英偉達在雲計算、企業和消費領域的人工智能主導地位，阿雅在一份新的投資者報告中表示。
Arya said highlights in the keynote were the Blackwell accelerators being in full production, expansion of AI reach with the Cosmos platform, automotive market growth, Nvidia-optimized open-source LLMs and a desk-sized personal AI supercomputer called Nvidia DIGITS.
阿雅表示，主題演講的亮點包括Blackwell加速器全面投產、人工智能覆蓋範圍通過阿童木平台的擴展、汽車市場增長、爲英偉達優化的開源LLMs以及一款名爲Nvidia DIGITS的桌面大小個人人工智能超級計算機。
"Nvidia continues to expand its well-optimized and targeted lineup of AI services for enterprise customers," Arya said.
阿雅表示：「英偉達繼續擴展其針對企業客戶的優化和有針對性的人工智能服務產品線。」
The analyst said Nvidia is an "end-to-end AI shop," expanding its reach from cloud to enterprise and consumer segments.
分析師表示，英偉達是一家 "端到端的人工智能公司"，正在從雲計算擴展到企業和消費領域。
The unveiling of the RTX 5000 series comes as competitor AMD did not announce its next-gen GPUs during its Monday keynote, despite many expecting a similar announcement, the analyst added.
分析師補充道，儘管許多人期望類似的發佈，但競爭對手AMD在週一的主題演講中並沒有宣佈其下一代GPU，RTX 5000系列的發佈恰逢其時。
NVDA Price Action: Nvidia stock is down 5.3% to $141.48 on Tuesday versus a 52-week trading range of $49.48 and $153.13. Nvidia stock is up 172% over the last year.
NVDA價格動態：週二，英偉達股票下跌5.3%，至141.48美元，而52周的交易區間爲49.48美元至153.13美元。過去一年，英偉達股票上漲了172%。
譯文內容由第三人軟體翻譯。
