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00700.HK 個股分析：評級為買入。2025 年第三季度收入 1929 億元人民幣（同比增長 15%），AI 驅動廣告和遊戲業務加速。目標價 765 港元 —— 閱讀完整的 Edgen 分析。

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David Hartley · 2026年3月24日 · 科技-人工智慧 / 人工智慧-機器學習 · 買入 $765 作者：David Hartley | 2026-03-24 評級：買入 | 目標價：765 港元 | 板塊：科技、媒體與電信 (TMT) 分類：科技與人工智慧 > 人工智慧與機器學習 | 軟體與網路安全 | 股票代碼：$00700.HK 全球科技行業正在經歷由生成式 AI 驅動的結構性轉型。美國大盤股 Meta、微軟和亞馬遜在 2024 年和 2025 年期間共同投入了數千億美元的 AI 基礎設施資本支出，其估值在 AI 變現預期的推動下創下歷史新高。然而，被嚴重忽視的是，中國科技公司在 AI 領域也取得了實質性突破，而其股價仍處於顯著的地緣政治折價水平。
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NVDA rated Buy with $240 PT. Revenue $215.9B (+65% YoY) as Blackwell ramps. Q1 FY2027 guidance of $78B signals sustained AI demand. Read the full NVDA stock analysis on Edgen.

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The artificial intelligence infrastructure build-out has entered its most capital-intensive phase to date. Global AI chip spending is projected to reach $154.9 billion between 2025 and 2030, according to Technavio, while Broadcom's CEO has forecast the total addressable market for AI accelerators alone could reach $1 trillion by 2030. Hyperscaler capital expenditures are projected to exceed $500 billion in calendar 2026, a figure that continues to be revised upward. This is not a speculative forecast but a reflection of binding purchase commitments already visible in NVIDIA's own disclosures, where supply-related purchase commitments surged to $50.3 billion as of October 2025, with substantially all payable through fiscal year 2027. The macro environment remains broadly supportive of continued AI investment, though not without new complexities. The emergence of "Sovereign AI" has transformed from a concept into a material demand vector, with nations like Canada, France, Singapore, and
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Apr 01 2026
NVDA rated Buy with $240 PT. Revenue $215.9B (+65% YoY) as Blackwell ramps. Q1 FY2027 guidance of $78B signals sustained AI demand. Read the full NVDA stock analysis on Edgen.

NVDA Stock Analysis: Blackwell Powers a $216B Year, But Is Perfection Priced In?20260402

The artificial intelligence infrastructure build-out has entered its most capital-intensive phase to date. Global AI chip spending is projected to reach $154.9 billion between 2025 and 2030, according to Technavio, while Broadcom's CEO has forecast the total addressable market for AI accelerators alone could reach $1 trillion by 2030. Hyperscaler capital expenditures are projected to exceed $500 billion in calendar 2026, a figure that continues to be revised upward. This is not a speculative forecast but a reflection of binding purchase commitments already visible in NVIDIA's own disclosures, where supply-related purchase commitments surged to $50.3 billion as of October 2025, with substantially all payable through fiscal year 2027. The macro environment remains broadly supportive of continued AI investment, though not without new complexities. The emergence of "Sovereign AI" has transformed from a concept into a material demand vector, with nations like Canada, France, Singapore, and
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Apr 01 2026
NVDA rated Buy with $240 PT. Revenue $215.9B (+65% YoY) as Blackwell ramps. Q1 FY2027 guidance of $78B signals sustained AI demand. Read the full NVDA stock analysis on Edgen.

NVDA Stock Analysis: Blackwell Powers a $216B Year, But Is Perfection Priced In?20260401

The artificial intelligence infrastructure build-out has entered its most capital-intensive phase to date. Global AI chip spending is projected to reach $154.9 billion between 2025 and 2030, according to Technavio, while Broadcom's CEO has forecast the total addressable market for AI accelerators alone could reach $1 trillion by 2030. Hyperscaler capital expenditures are projected to exceed $500 billion in calendar 2026, a figure that continues to be revised upward. This is not a speculative forecast but a reflection of binding purchase commitments already visible in NVIDIA's own disclosures, where supply-related purchase commitments surged to $50.3 billion as of October 2025, with substantially all payable through fiscal year 2027. The macro environment remains broadly supportive of continued AI investment, though not without new complexities. The emergence of "Sovereign AI" has transformed from a concept into a material demand vector, with nations like Canada, France, Singapore, and
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Apr 01 2026

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