Bank of America analysts predict that Nvidia will shine at CES 2025 and enter the "AI PC market." The analysis report pointed out that Nvidia will showcase its latest robot strategy and Jetson Thor platform at the exhibition, while releasing the RTX50xx series of graphics cards based on the Blackwell architecture, and updating the data center and AI GPU product lines. What's even more striking is that Nvidia may launch independent PC CPUs through partnerships or even on its own, which will open up a new market of up to $35 billion for the company.
Arya mentioned that although some information has been leaked in advance, CES is still a key factor driving Nvidia's stock price. He expects Nvidia to solidify its leadership position in fast-growing markets at the show. Based on this expectation, analysts reiterated their "buy" rating on Nvidia stock, with a target price of $190, which represents a 40% upside potential from the current price. This report details NVIDIA's strategic layout and future development direction in the AI field, providing important reference information for investors.
Arya mentioned that although some information has been leaked in advance, CES is still a key factor driving Nvidia's stock price. He expects Nvidia to solidify its leadership position in fast-growing markets at the show. Based on this expectation, analysts reiterated their "buy" rating on Nvidia stock, with a target price of $190, which represents a 40% upside potential from the current price. This report details NVIDIA's strategic layout and future development direction in the AI field, providing important reference information for investors.
All in all, NVIDIA's layout and future development in the AI field are worth looking forward to, and its performance at CES in 2025 will become the focus of market attention. Analysts' optimistic forecasts have also injected confidence into investors, but investments still need to be cautious and decisions must be made based on one's own risk tolerance.