英伟达-H200 上行空间，Vera Rubin 助力再跃升

]Company Report | Technology Jan 11, 2026 Equity Research NVIDIA (NVDA US) Buy Maintained Target price: US$286 ] Jeff Pu, CFA VR200 in full production, strengthening the product power: Nvidia Jensen Huang stated at CES 2026 that the Vera Rubin delivers 5x better inference performance and 3.5x training performance over Blackwell. Compared to TPU, Vera Rubin will be clearly ahead of TPU v7, which targets Blackwell, and is likely to be ahead of v8AX, judging from the floor plan. While we continue to like Broad ...