中金：上调英伟达目标价至240.6美元，公司算力扩容趋势明确

Group 1 - The core viewpoint of the report is that NVIDIA's Q4 FY2026 performance and Q1 guidance exceeded both the firm's and market expectations, primarily driven by strong demand for inference from Agents leading to robust shipments of cabinet products [1] - The firm has raised its revenue forecast for FY2027 by 1% to $345.9 billion and increased its Non-GAAP net profit forecast by 3% to $196.6 billion [1] - The firm has introduced its first revenue forecast for FY2028 at $438.1 billion and Non-GAAP net profit forecast at $255.0 billion [1] Group 2 - The firm maintains an "outperform" rating on NVIDIA and has raised the target price by 6% to $240.6, citing a clear trend in the expansion of computing power [1]