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《大行報告》高盛上調Nvidia(NVDA.US)目標價至605美元 評級「買入」
阿思達克 08-25 10:21
高盛發表報告指,Nvidia(NVDA.US)第二財季業績勝投資者預期,收入按年增101%至135億美元,較預期高出21%;非美國通用會計準則每股盈利2.7美元,高出市場預期30%。展望未來,該行認為數據中心勢頭/需求強勁加上供應改善,將支持2024財年收入持續增長。 高盛指,雖然來自大型雲服務提供商以及其他商用半導體供應商的競爭增加,但鑒於Nvidia擁有具競爭力的護城河,以及客戶部署人工智能模型的迫切性,預計Nvidia在可預見將來仍將保持行業地位。 高盛將Nvidia 2023至2025財年營收預期分別上調28%/43%/42%,非美國通用會計準則每股盈利預測分別由8.05美元/11.99美元/14.14美元,增至11.04美元/18.67美元/21.50美元,以反映營收和毛利率提高,但部分增長被更高的營運成本所抵銷。目標價由495美元升至605美元,評級「買入」。
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