Baird 下调 NVIDIA 评级至中性，目标价从 $500 砍至 $200
BAIRD SLASHES NVIDIA PRICE TARGET 60%, WARNS OF AI SLOWDOWN Baird downgraded Nvidia ($NVDA ) to Neutral from Outperform, slashing its price target to ...
AI 导读
Baird 将 NVIDIA（$NVDA）评级从 Outperform 下调至 Neutral，目标价从 $500 降至 $200。
推荐理由
Baird 下调 NVIDIA 评级与目标价并给出渠道订单和云厂商开支增速的具体假设，可作为观察 AI 板块预期变化的参照。