两大投行：英伟达将是2026最强AI概念股

Core Viewpoint - Nvidia is recognized as the strongest AI stock for 2026 by major Wall Street firms following CEO Jensen Huang's keynote at CES 2026 [1][2]. Group 1: Analyst Insights - Bank of America Securities analyst Vivek Arya reiterated a buy rating with a target price of $275, emphasizing strong demand for AI computing and the efficiency improvements in AI systems [2][3]. - Arya highlighted the significance of Nvidia's upcoming AI superchip platform, Vera Rubin, which is set to launch in the second half of 2026 and will include new AI chips and enhanced memory configurations [2][3]. - Evercore ISI analyst Mark Lipacis assigned an "outperform" rating with a target price of $352, noting Nvidia's advantageous position in the AI boom due to the shift towards parallel processing [4]. Group 2: Market Position and Future Outlook - Nvidia's extensive ecosystem allows for compatibility with various AI models, enabling clients to reduce costs as AI tools evolve, potentially capturing 70% to 80% of the AI industry's value [4]. - The expansion of AI applications from language models to practical uses like autonomous driving is expected to drive further demand over time [3].