Nvidia(US:NVDA) Zheng Quan Shi Bao·2025-03-18 02:47Group 1 - NVIDIA is set to hold its GTC conference from March 17 to 21, focusing on advancements in AI and accelerated computing technology, with CEO Jensen Huang scheduled to speak on March 19 [1] - Analysts expect the GTC conference to boost investor confidence in NVIDIA, particularly following the successful launch of the AI chip "Blackwell" last year, which features 208 billion transistors and offers training speeds four times that of the H100 [2] - The company is anticipated to unveil the Blackwell Ultra series at the 2025 GTC conference, designed for large-scale AI model training and inference, and will also showcase innovations in quantum computing in collaboration with leading firms [2][3] Group 2 - NVIDIA plans to host a "China AI Day" during the GTC conference, featuring participation from major Chinese tech companies, which will discuss advancements in large language models and other AI applications [4] - Despite export restrictions, NVIDIA's revenue from the Chinese market is expected to remain stable, approximately half of what it was before the restrictions, according to Huang [4] - Following a peak stock price of $153 earlier this year, NVIDIA's shares have declined by 9.39%, leading investors to hope that the GTC conference will catalyze a rebound [5] Group 3 - Deutsche Bank maintains a "hold" rating on NVIDIA with a target price of $145, emphasizing that the data center segment, which contributes about 90% of total revenue, will be a focal point of the GTC conference [5] - Morgan Stanley predicts that humanoid robots and physical AI will be highlights of the GTC conference, suggesting that NVIDIA will continue to lead AI hardware innovation, benefiting related industry players [6] - Despite concerns about slowing growth in AI spending in data centers, there is optimism that the GTC conference will help revive positive sentiment towards AI stocks [6]