《大行報告》匯豐研究升NVIDIA(NVDA.US)評級至「買入」 目標價上調至355美元
匯豐研究發表研報指,放棄對半導體公司NVIDIA(NVDA.US)的「減持」看法,並將投資評級一舉升至「買入」,目標價從175美元上調至355美元,表示早前過分關注數據中心市場的放緩,但現時已看到公司在AI芯片方面的定價能力,認為即使股價年初至今已大幅上升約90%,其定價能力仍然未完全反映在股價表現上。
該行將2024至2025財年銷售額預測分別上調18%及20%,至333.7億及431.4億美元;每股盈利預測則分別上調25%及33%,達到5.11及7.1美元,較市場預期高12%及18%。
考慮到ChatGPT發展以及中美各家雲端服務提供商都銳意拓展AI業務,預計AI GPU於2024至2025財年可貢獻52億及111億美元的額外收入,令NVIDIA的整體數據中心業務收入預測提升至203億及261億美元。
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