《大行報告》美銀證券上調NVIDIA(NVDA.US)目標價至340美元 評級「買入」
美銀證券發表研究報告指,人工智能(AI)對雲端及企業數據中心需求激增,令市場要從傳統的服務器CPU轉向至運算能力/價值較高的AI加速器芯片,預期轉移趨勢今年將加快,推動加速器銷售額至2025年達到超過400億美元。
該行預期,趨勢對NVIDIA(NVDA.US)及定製芯片廠商如博通(AVGO.US)及邁威爾(MRVL.US)有利,相對不利於英特爾(INTC.US)。
考慮到新的NVIDIA H100定價能力強勁,美銀將NVIDIA的2027年遠期每股盈利預測從14美元上調至17美元。在樂觀的情況下,如果公司可維持現有的約75%的AI市場份額,每股盈測更可達到20美元以上,重申「買入」評級,目標價上調至340美元,以反映市場上加快的AI投資機會。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.