研报掘金丨中金：上调英伟达目标价至240.6美元，公司算力扩容趋势明确

Core Viewpoint - The report from CICC indicates 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] Financial Projections - 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] - A new revenue forecast for FY2028 has been introduced at $438.1 billion, with a Non-GAAP net profit forecast of $255.0 billion [1] Investment Rating - The firm maintains an "Outperform" rating for NVIDIA, with a target price increase of 6% to $240.6, citing a clear trend in the expansion of the company's computing power [1]