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'
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.
英伟达公司（纳斯达克：NVDA）的分析师们强调了该公司即将推出的产品线，以及在机器人和人工智能等领域的增长，这是在首席执行官黄仁勋于2025年CES会议上的主题演讲之后的观点。
The NVDA Analysts:
NVDA分析师：
- 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分析师Cody Acree再次重申对英伟达的买入评级，目标价为190美元。
- 美国银行分析师Vivek Arya维持买入评级，目标价为190美元。
Read Also: Nvidia 5000 Series, Product Updates Make It Top Semiconductor Pick Ahead Of Jensen Huang's CES Keynote: Analyst
另请阅读：英伟达5000系列，产品更新使其在詹森·黄的CES主题演讲前成为顶级半导体选择：分析师
Benchmark on NVDA: Nvidia had a "solid, but somewhat muted CES keynote," Acree said in a new investor note.
Benchmark对NVDA的看法：Acree在一份新的投资者报告中表示，英伟达的主题演讲"表现不错，但相对平淡"。
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形容黄的主题演讲是"关于人工智能行业当前状态和发展方向的大师班"。然而，这些公告可能过于注重技术细节，对于希望了解Blackwell及其下一代GPU平台的短期前景的股东们提供了有限的清晰度。
"We believe many investors were hoping for more concrete progress updates," Acree said.
"我们相信许多投资者希望能看到更具体的进展更新，" Acree说。
The analyst highlighted the unveiling of the Nvidia 5000 series, focusing on AI agents and the Cosmos platform announcement for autonomous vehicles and robots.
分析师强调了英伟达5000系列的发布，重点关注人工智能代理和阿童木平台的公告，以用于自动驾驶汽车和机器人。
Several automotive companies working with Nvidia were named during the keynote.
在 keynote 期间提到了与英伟达合作的几家汽车公司。
"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."
“随着平台覆盖从云端培训到模拟，再到车载计算，英伟达的汽车垂直业务预计在2026财年将增长到约50亿。”
Are you buying when the CEOs of the Magnificent 7 are selling?
当科技七巨头的CEO在卖出时，你会购买吗？
- Stay in the know with our Insider Trades page — see when leaders like Mark Zuckerberg, Elon Musk, and Jensen Huang are offloading their own shares.
- 通过我们的内幕交易页面保持了解——查看像马克·扎克伯格、埃隆·马斯克和黄仁勋这样的领导者何时抛售他们的股份。
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.
美国银行关于英伟达的评论：黄在CES的主题演讲展示了英伟达在云端、企业和消费领域的人工智能主导地位，Arya在一份新的投资者报告中表示。
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.
Arya表示，主题演讲中的亮点包括Blackwell加速器已全面生产、阿童木平台的人工智能覆盖扩展、汽车市场增长、为英伟达优化的开源大语言模型，以及一种名为英伟达DIGITS的桌面个人人工智能超级计算机。
"Nvidia continues to expand its well-optimized and targeted lineup of AI services for enterprise customers," Arya said.
Arya表示：“英伟达继续扩展其为企业客户优化和针对性强的人工智能服务产品线。”
The analyst said Nvidia is an "end-to-end AI shop," expanding its reach from cloud to enterprise and consumer segments.
分析师表示，英伟达是一个 "端到端的人工智能商店"，正在扩大其从云计算到企业和消费领域的影响力。
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.
RTX 5000系列的发布正值竞争对手AMD在周一的主题演讲中并未宣布其下一代GPU，尽管许多人期待类似的宣布，分析师补充道。
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价格动态：英伟达股票在周二下跌5.3%，至141.48美元，52周交易区间为49.48美元至153.13美元。过去一年，英伟达股票上涨了172%。
- Jensen Huang Unveils $3000 'Personal AI Supercomputer' The Size Of A Small Book: 'It Runs The Entire Nvidia AI Stack'
- 黄仁勋推出价格为3000美元的“个人人工智能超级计算机”，大小与一本小书相当：‘它运行整个英伟达人工智能系统’
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使用Shutterstock照片创建的图像。
