华尔街密集上调英伟达目标价

Group 1 - The global central bank annual meeting in Jackson Hole is highly anticipated, with focus on Fed Chair Powell's speech and Nvidia's upcoming earnings report [1] - Nvidia is set to release its Q2 fiscal 2026 earnings on August 27, which is expected to significantly impact its stock price and the broader tech sector [1] - Concerns over the sustainability of the AI hype have led to recent sell-offs in US tech stocks, increasing the importance of Nvidia's earnings report as a potential validation of the AI industry's growth [1] Group 2 - Wall Street analysts have raised Nvidia's 12-month price target by an average of 3% to nearly $194, indicating a potential upside of over 10% from the latest closing price [2] - Analysts expect Nvidia to report a quarterly revenue of $45.92 billion and earnings per share of $1.01, reflecting strong growth momentum [2] - The high expectations for Nvidia mean that any earnings miss could lead to significant sell-offs, impacting the overall market sentiment [2][3] Group 3 - Demand for Nvidia's top AI chips may reach ten times the supply, positioning the upcoming earnings report as a potential positive catalyst for investors [3] - Despite recent sell-offs in large tech stocks, Nvidia's stock has rebounded approximately 30% since its last earnings report in May, contributing over 180 points to the S&P 500 index [3] - Nvidia's significant weight in the S&P 500 and its role in AI trading have led to high expectations from analysts and investors [5] Group 4 - Major tech companies like Meta, Microsoft, Alphabet, and Amazon have committed to increasing capital expenditures, which is likely to benefit Nvidia, as approximately 40% of its revenue comes from these firms [5]