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《大行報告》花旗上調NVIDIA(NVDA.US)目標價至363美元 評級「買入」
阿思達克 05-24 09:35
花旗發表研報指,作為生成式人工智能(AI)系列一部分,該行評估了NVIDIA(NVDA.US)在移動AI市場中的發展機會,預期Nvidia的GPU,可能會併入聯發科的下一代手機處理器當中。 早前有消息指,聯發科在以編碼移動手機平台及人工智能驅動的Windows on Arm(WOA)方面將與NVIDIA合作,花旗預計至2025年可能為NVIDIA帶來逾20億美元累計特許權使用費收入,同時亦將提升其市場份額。 花旗將NVIDIA目標價由305美元上調至363美元,並維持牛市目標價為400美元,2023至2025年經調整每股盈利預測較市場預期高出6%、12%及30%,維持「買入」評級。
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