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NVDA calificada como Compra con un precio objetivo de 240 $. Ingresos de 215.900 millones de dólares (+65% interanual) a medida que Blackwell se expande. La guía de 78.000 millones de dólares para el primer trimestre del año fiscal 2027 indica una demanda de IA sostenida. Lea el análisis completo de las acciones de NVDA en Edgen.

Análisis de las acciones de NVDA: Blackwell impulsa un año de 216.000 millones de dólares, pero ¿está la perfección ya descontada?

La construcción de infraestructura de inteligencia artificial ha entrado en su fase más intensiva en capital hasta la fecha. Se proyecta que el gasto mundial en chips de IA alcance los 154.900 millones de dólares entre 2025 y 2030, según Technavio, mientras que el CEO de Broadcom ha pronosticado que el mercado total direccionable solo para aceleradores de IA podría alcanzar el billón de dólares para 2030. Se proyecta que los gastos de capital de los hyperscalers superen los 500.000 millones de dólares en el año natural 2026, una cifra que continúa revisándose al alza. Esto no es un pronóstico especulativo, sino un reflejo de los compromisos de compra vinculantes ya visibles en las propias divulgaciones de NVIDIA, donde los compromisos de compra relacionados con el suministro aumentaron a 50.300 millones de dólares a octubre de 2025, con sustancialmente todo pagadero hasta el año fiscal 2027. El entorno macroeconómico sigue apoyando ampliamente la inversión continua en IA, aunque no exe
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Apr 17 2026
Análisis de acciones de 00700.HK: Calificación de Compra. Ingresos del 3T 2025 de 192.9 mil millones de RMB (+15% interanual), la IA impulsa la aceleración en publicidad y juegos. PT HK$765 — lea el análisis completo de Edgen.

Tencent Holdings: El giro hacia la IA redefine el argumento alcista para el gigante tecnológico más infravalorado de China 20260331

David Hartley · 24 de marzo de 2026 · tech-ai / ai-ml · COMPRA $765 Por David Hartley | 2026-03-24 Calificación: Compra | Precio objetivo: 765 HK$ | Sector: Tecnología, Medios y Telecomunicaciones (TMT) Categoría: Tecnología e IA > IA y ML | Software y Ciberseguridad | Ticker: $00700.HK La industria tecnológica mundial está experimentando una transformación estructural impulsada por la IA generativa. Las megacapitalizaciones estadounidenses Meta, Microsoft y Amazon desplegaron colectivamente cientos de miles de millones de dólares en gastos de capital en infraestructura de IA durante 2024 y 2025, y sus valoraciones se han elevado a máximos históricos gracias a las expectativas de monetización de la IA. Lo que se ha pasado por alto seriamente, sin embargo, es que las empresas tecnológicas chinas han logrado avances sustanciales propios en IA, y sus acciones aún cotizan con pronunciados descuentos geopolíticos.
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Apr 03 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?2026040102

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
00700.HK stock analysis: rated Buy. Q3 2025 revenue RMB 192.9B (+15% YoY), AI powering ad and gaming acceleration. PT HK$765 — read the full Edgen analysis.

Tencent Holdings: AI Pivot Reshapes the Bull Case for China's Most Undervalued Tech Giant New Data 16

David Hartley · March 24, 2026 · tech-ai / ai-ml · BUY $765 By David Hartley | 2026-03-24 Rating: Buy | Price Target: HK$765 | Sector: Technology, Media & Telecommunications (TMT) Category: Tech & AI > AI & ML | Software & Cyber | Ticker: $00700.HK The global technology industry is undergoing a structural transformation driven by generative AI. US mega-caps Meta, Microsoft, and Amazon collectively deployed hundreds of billions of dollars in AI infrastructure capital expenditure through 2024 and 2025, and their valuations have been bid to historic highs on the back of AI monetization expectations. What has been severely overlooked, however, is that Chinese technology companies have achieved substantive breakthroughs of their own in AI — and their stocks still trade at pronounced geopolitical discounts.
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Mar 30 2026
00700.HK stock analysis: rated Buy. Q3 2025 revenue RMB 192.9B (+15% YoY), AI powering ad and gaming acceleration. PT HK$765 — read the full Edgen analysis.

Tencent Holdings: AI Pivot Reshapes the Bull Case for China's Most Undervalued Tech Giant New Data 15

David Hartley · March 24, 2026 · tech-ai / ai-ml · BUY $765 By David Hartley | 2026-03-24 Rating: Buy | Price Target: HK$765 | Sector: Technology, Media & Telecommunications (TMT) Category: Tech & AI > AI & ML | Software & Cyber | Ticker: $00700.HK The global technology industry is undergoing a structural transformation driven by generative AI. US mega-caps Meta, Microsoft, and Amazon collectively deployed hundreds of billions of dollars in AI infrastructure capital expenditure through 2024 and 2025, and their valuations have been bid to historic highs on the back of AI monetization expectations. What has been severely overlooked, however, is that Chinese technology companies have achieved substantive breakthroughs of their own in AI — and their stocks still trade at pronounced geopolitical discounts.
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Mar 27 2026
00700.HK stock analysis: rated Buy. Q3 2025 revenue RMB 192.9B (+15% YoY), AI powering ad and gaming acceleration. PT HK$765 — read the full Edgen analysis.

Tencent Holdings: AI Pivot Reshapes the Bull Case for China's Most Undervalued Tech Giant New Data 14

David Hartley · March 24, 2026 · tech-ai / ai-ml · BUY $765 By David Hartley | 2026-03-24 Rating: Buy | Price Target: HK$765 | Sector: Technology, Media & Telecommunications (TMT) Category: Tech & AI > AI & ML | Software & Cyber | Ticker: $00700.HK The global technology industry is undergoing a structural transformation driven by generative AI. US mega-caps Meta, Microsoft, and Amazon collectively deployed hundreds of billions of dollars in AI infrastructure capital expenditure through 2024 and 2025, and their valuations have been bid to historic highs on the back of AI monetization expectations. What has been severely overlooked, however, is that Chinese technology companies have achieved substantive breakthroughs of their own in AI — and their stocks still trade at pronounced geopolitical discounts.
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Mar 27 2026
00700.HK stock analysis: rated Buy. Q3 2025 revenue RMB 192.9B (+15% YoY), AI powering ad and gaming acceleration. PT HK$765 — read the full Edgen analysis.

Tencent Holdings: AI Pivot Reshapes the Bull Case for China's Most Undervalued Tech Giant New Data 13

David Hartley · March 24, 2026 · tech-ai / ai-ml · BUY $765 By David Hartley | 2026-03-24 Rating: Buy | Price Target: HK$765 | Sector: Technology, Media & Telecommunications (TMT) Category: Tech & AI > AI & ML | Software & Cyber | Ticker: $00700.HK The global technology industry is undergoing a structural transformation driven by generative AI. US mega-caps Meta, Microsoft, and Amazon collectively deployed hundreds of billions of dollars in AI infrastructure capital expenditure through 2024 and 2025, and their valuations have been bid to historic highs on the back of AI monetization expectations. What has been severely overlooked, however, is that Chinese technology companies have achieved substantive breakthroughs of their own in AI — and their stocks still trade at pronounced geopolitical discounts.
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Mar 26 2026
00700.HK stock analysis: rated Buy. Q3 2025 revenue RMB 192.9B (+15% YoY), AI powering ad and gaming acceleration. PT HK$765 — read the full Edgen analysis.

Tencent Holdings: AI Pivot Reshapes the Bull Case for China's Most Undervalued Tech Giant New Data 12

David Hartley · March 24, 2026 · tech-ai / ai-ml · BUY $765 By David Hartley | 2026-03-24 Rating: Buy | Price Target: HK$765 | Sector: Technology, Media & Telecommunications (TMT) Category: Tech & AI > AI & ML | Software & Cyber | Ticker: $00700.HK The global technology industry is undergoing a structural transformation driven by generative AI. US mega-caps Meta, Microsoft, and Amazon collectively deployed hundreds of billions of dollars in AI infrastructure capital expenditure through 2024 and 2025, and their valuations have been bid to historic highs on the back of AI monetization expectations. What has been severely overlooked, however, is that Chinese technology companies have achieved substantive breakthroughs of their own in AI — and their stocks still trade at pronounced geopolitical discounts.
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Mar 26 2026

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