BiyaPay分析师:黄仁勋放话「5000亿不够看」!Rubin量产点燃英伟达AI链条分化

GateNews

BlockBeats 消息,1 月 7 日,英伟达 CFO 称,数据中心芯片到 2026 年末收入「肯定」将超过此前给出的 5000 亿美元预期;黄仁勋同步强调 Rubin 平台已全面投产、推理成本大降,并提到中国客户需求强劲。市场反应分化:存储相关个股大涨,部分数据中心冷却链承压。

BiyaPay 分析师认为,短期看「上调指引+产品周期」仍是 AI 主线催化,但产业链将从「普涨」转向「结构性选择」。BiyaPay 支持美股交易,便于把握 NVDA 及产业链机会并做好仓位与波动管理。

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