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《大行報告》瑞銀升英偉達(NVDA.US)目標價至1,100美元 評級「買入」
阿思達克 03-25 10:43
英偉達(NVDA.US)日前發佈名爲「Blackwell」的新一代圖形處理器(GTU),瑞銀髮表研究報告指,,在參與英偉達2024年GTC AI大會數場活動後,認爲該公司正處於全球企業及主權國家新需求浪潮的風口浪尖上,預期各國均有機會成爲美國雲計算行業的大客戶,當中包括阿聯酋、沙地阿拉伯、瑞典、日本、南韓和馬來西亞等。 該行憧憬2025年將是該公司穩健增長的一年,收入預測增長30%至近1,500億美元,相應將目標價從800美元上調至1,100美元,並將2026及2027財年(各年1月底止)每股盈利預測上調8%及19%。 瑞銀表示,市場上對於英偉達的供應情況及能否超越市場預期等擔憂仍未消除,但考慮到發展前景依然廣闊,認爲任何近期股價疲軟都將極具吸引力的入市機會,給予「買入」評級。
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