大行评级｜杰富瑞：上调英伟达目标价至275美元，Blackwell与Rubin将成为重要增长动能

Core Viewpoint - Jefferies has raised the target price for NVIDIA from $250 to $275, maintaining a "Buy" rating, indicating strong confidence in the company's future growth potential [1] Group 1: Product Insights - Analyst Blayne Curtis expresses optimism about NVIDIA's Blackwell chip and Rubin platform, predicting these products will be significant growth drivers for the company [1] - The expectation is that NVIDIA will continue to dominate the data center acceleration solutions market [1] Group 2: Market Potential - The overall potential market (TAM) for NVIDIA's gaming business is projected to expand at a double-digit compound annual growth rate (CAGR) [1]