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A股異動丨英偉達概念股活躍,卓朗科技升超10%
英偉達在樂觀營收展望推動中收盤飆升16%,帶動A股英偉達概念股盤初活躍,卓朗科技升超10%,和林微納升超8%,中富通、鴻博股份、博傑股份、奧拓電子、先進數通等跟升。分析師稱英偉達仍是估值最低的AI股票之一,估值仍低於同業,基於每股收益預期的動態市盈率約為32倍,而競爭對手AMD是45倍。亞馬遜、微軟的估值都比英偉達高,納斯達克100指數市盈率是25倍。即使考慮年初以來大幅飆升,英偉達仍然是估值最低的AI股票之一。韋德布什資深股票分析師Dan Ives表示,人工智能(AI)的派對才剛剛開始,英偉達股價可能會達到四位數。
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