《大行報告》高盛上調Nvidia(NVDA.US)目標價至440美元 評級「買入」
高盛報告指出,隨著生成式人工智能(Generative AI)發展,Nvidia(NVDA.US)截至4月止首季每股盈利勝市場預期18%,給予第二季收入指引110億美元,較早前預測上調53%,意味據數中心業務接近翻倍,且具持續性。雖然持續性備受質疑,但該行認為,生成式人工智能在各個垂直領域的擴展,加上承諾充分利用的供應鏈,將支持截至10月及1月季度的連續增長。
該行指,儘管看到大型雲端服務供應商(CSP)及其他計算半導體供應商出現帶來的競爭,但相信Nvidia在可預見的未來將保持其作為行業標準的地位,因為集團具有競爭優勢,以及客戶開發/部署複雜的人工智能模型的緊迫性越來越高。
該行上調集團2023至25年平均non GAAP每股盈測67%,目標價相應由275美元上調至440美元,重申評級「買入」。
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