英偉達獲機構看漲
GPU芯片巨頭英偉達(NVDA.US)將於美東時間11月16日美股盤後公佈2023財年Q3業績,一些投資機構表示看好英偉達未來業績以及股價表現。投資機構Piper Sandler分析師Harsh Kumar看好英偉達將於下週公佈的財報,他認爲1月當季(日曆年的明年第一季度)的業績指引將顯示公司數據中心業務恢復增長趨勢。該機構對英偉達的評級爲“增持”,目標價定爲200美元。
此外,Harsh Kumar在一份研究報告中表示,遊戲業務中的絕大多數GPU庫存過剩的問題將在10月份的季度(第四季度)前得到解決,不過可能會有一些庫存留在渠道中,等待明年1月份的季度清理完畢。
他還表示,考慮到經濟衰退等不利因素,英偉達的營收增長率將放緩,但仍然預計英偉達在2024財年的增長率將維持在20%左右。
來自Oppenheimer的分析師Rick Schafer將該機構對英偉達的目標價從250美元下調至225美元,並在公佈最新業績之前維持“增持”評級。該分析師認爲,鑑於企業支出趨弱、遊戲業務的庫存消化以及一些供應鏈的限制未解除,第三財報季的表現可能相對疲軟。儘管該分析師下調了業績預期,但是認爲目前英偉達面臨的逆風局勢是暫時的。
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