財報前瞻 | 英偉達會帶來驚喜嗎?
英偉達(NVDA.US)將於2月22日(週三)美股盤後公佈2023財年第四季度財務業績。儘管其競爭對手AMD(AMD.US)和英特爾(INTC.US)已經警告稱芯片需求低迷將持續數月,但華爾街仍寄希望於英偉達在新的一年裏的大幅增長。
華爾街預計,英偉達Q4營收爲60億美元,上年同期爲76億美元,同比下降21%;預計調整後每股收益爲0.81美元,上年同期爲1.32美元。此外,華爾街還預計,英偉達在2024財年的營收將增長9%。

按業務劃分,華爾街預計,英偉達Q4遊戲業務營收將同比下降53%至16億美元,降幅與Q3的51%大致相當;預計數據中心業務營收將同比增長19%至39億美元,這將抵消部分遊戲業務營收的損失。英偉達預計,從長期來看,數據中心的業務將受益於人工智能應用,後者需要更多的處理能力。分析師也預計,該公司針對人工智能應用的數據中心解決方案應該有助於緩和科技支出放緩對該公司近期業績的影響。
在英偉達公佈Q4財報之前,美國銀行將英偉達目標價由215美元上調至255美元,並重申對該股“買入”評級。美銀指出,英偉達“全棧的加速芯片/系統/軟件/開發人員,使其獨特地在全球雲和企業客戶中引領新興的人工智能軍備競賽”。此外,KeyBanc將該股目標價由220美元上調至280美元,Oppenheimer將該股目標價由225美元上調至250美元,理由是人工智能的預期提振。
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