庞大的AI预算前景下，分析师仍看好英伟达

Group 1 - Analysts remain optimistic about certain tech stocks, including Nvidia, despite economic uncertainties, as major companies plan to invest heavily in AI [1] - Nvidia is seen as a potential winner this earnings season, with significant demand for custom chips from large tech firms seeking AI solutions [1] - Nvidia's new products, such as GB300 and Vera Rubin, are expected to drive growth even in a strict regulatory environment [2] Group 2 - Nvidia's sales in China have evaporated by $15 billion to $20 billion, contributing to a 17% decline in its stock price this year [2] - The ongoing trade war and export restrictions may shrink Nvidia's long-term hardware market by 20% [2] - Despite challenges, analysts maintain a "buy" rating for Nvidia with a target price of $150, indicating a potential upside of around 30% [2] Group 3 - Nvidia has revenue growth potential in the upcoming quarter due to sales of H20 chips in China before new bans take effect [3] - The Blackwell chip is expected to perform well in the market, supporting Nvidia's performance in the second half of the year [3] - Broadcom is also positioned favorably, benefiting from capital expenditure plans of companies like Google and Meta, with analysts maintaining a "buy" rating for Broadcom [3]