金十数据9月13日讯，投行D.A. Davidson将英伟达（NVDA.O）的评级从“中性”上调至“买入”，分析师Gil Luria同时将目标价从195美元上调至210美元。Luria指出，AI算力需求的增长是强劲催化剂，可能支撑英伟达在未来一年乃至更长时间的增长。“我们对AI算力需求增长的日益乐观预期，超越了此前对英伟达的一系列担忧。我们认为AI将通过劳动力本身而非仅仅IT技术堆栈来改变工作模式，这意味着即便在企业客户尚未看到投资回报之前，算力需求也会持续攀升。”尽管英伟达仍面临诸多压力，但Luria表示，“压倒性增长的算力需求”最终才是“唯一重要的因素”。D.A. Davidson分析师3月曾警告称，英伟达股价将至多暴跌48%。

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