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《大行報告》瑞銀降英偉達(NVDA.US)目標價至800美元 AI仍處於早期階段
阿思達克 02-23 09:34
瑞銀發表研究報告指,英偉達(NVDA.US)上季財報及未來增長指引均超出市場預期約20億美元,管理層透露新產品B100需求強勁。雖然市場有指其業績指引僅屬符合預期、甚至略低於部分投資者預期,但瑞銀認為英偉達在產品轉型過程中取態度保守亦合理,又指過去三個季度公司營收均超出預期20億美元,達到市場預期上限。 談及人工智能,瑞銀認為英偉達在該領域的發展尚處於早期階段,認為英偉達作為實際上的全球人工智能平台,現在就持謹慎態度似乎為時過早。 瑞銀又指,從英偉達總供應量按季下降及營運成本上升等因素分析,未來幾個季度收入可能會放緩至接近平穩狀態,將密切觀察相關因素發展,將2025財年及2026財年每股盈利預測下調7%,以反映營收增長可能出現放緩,目標價從850美元下調至800美元,但維持「買入」評級。
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