英偉達明早公佈業績 華爾街很樂觀
英偉達(NVDA.US)定於明早美股盤後公佈第四季度業績,市場普遍預期英偉達每股收益將爲1.22美元,營收爲74.3億美元。
華爾街預計英偉達將專注於雲計算和遊戲業務,因爲市場對其顯卡芯片(GPU)的需求將繼續飆升。
KeyBanc Capital Markets分析師John Vinh給予英偉達“增持”評級,目標價爲350美元。他指出,市場和宏觀經濟狀況可能會幹擾該公司的目標價,但基本面仍很強勁。Vinh表示,"...由於供應改善,汽車、工業、數據中心和遊戲行業的需求持續強勁,我們預計英偉達的業績和指引會更高。”
Westpark Capital分析師Ruben Roy重申了英偉達的“買入”評級和365美元的目標價。他表示,雲數據中心的積極需求以及"對英偉達高端遊戲顯卡的持續需求"將推動英偉達再次發佈強勁的業績和財測。
“和上一季度一樣,我們的調查顯示,GPU(數據中心和RTX遊戲)的整體供應一直在改善,我們相信整體需求將繼續超過供應,”Roy補充稱,該行正在調高英偉達2023財年的預期。
富國銀行分析師Aaron Rakers將英偉達的評級定爲“增持”,目標股價爲370美元。他表示,他預計英偉達將取得“穩健”的業績。英偉達在圖形領域與AMD等公司展開競爭。
Rakers寫道:“我們認爲這是受市場/地緣政治驅動,而不是公司特定投資者對英偉達的信心發生了變化。”“話雖如此,我們認爲英偉達股票的風險回報結構將呈現積極態勢,因爲我們預計該公司將爲投資者提供又一個表現出色的季度,並進一步增強投資者對公司不斷深化的平臺/增長故事的信心。”
Rakers補充說,數據中心的發展勢頭和英偉達RTX 30系列顯卡的前景將是投資者關注的主要話題。
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