大行評級|高盛:重申英偉達“買入”評級 預計正面的每股盈利修正有望推升股價
高盛發表報吿指出,在英偉達披露第三季業績前,該行重申對其“買入”評級,同時列入“確信買入”名單。雖然該行料公司明年4月披露的首財季業績才是真正有突破的季度,因預期屆時Blackwell的推進和供應端條件改善,將為每股盈利帶來顯著正面的調整。該行認為,儘管英偉達圍繞客户投資回報率(ROI)及其對未來AI基礎設施資本開支的影響爭議持續,但該行料公司正面的每股盈利修正有望推升股價。該行對公司2025及2026財年非通用會計準則(non-GAAP)的每股盈利(不包括股權激勵)預測各為4.63及5.54美元,較市場預期分別高出14%。該行對英偉達目標價為150美元,認為AI基礎設施供應仍未跟上需求。
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