大行評級|美銀:維持英偉達“買入”評級且為首選股 基本面及估值紮實
美銀證券發表研究報吿指,英偉達股價在次季大幅上升,或令其容易受到近期投資者鎖定利潤的影響。然而,由於集團的基本面及估值紮實,相信任何波動都可能屬於短暫性質。 該行提到,英偉達的GenAI硬件部署僅處週期的第二年,而下一代專用Blackwell AI加速器系統的優勢將於今年稍後開始出現。另外,雲端客户的需求穩固及該股估值令市場有信心。
該行指出,genAI部署是資金最充足的客户之間的關鍵任務競賽,維持英偉達為首選股,續予“買入”評級,目標價150美元。
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