《大行報告》美銀證券上調Nvidia(NVDA.US)目標價至450美元 評級「買入」
美銀證券發表研報指,Nvidia(NVDA.US)首季表現向好,銷售額超出預期約10%,當中數據中心收入超出預期,次季收入指引達到110億美元,更是較市場預測高出近40億美元,主要是來自公司旗下數據中心業務開始對生成式人工智能和大型語言模型進行投資。
該行將Nvidia 在2024至2025財年每股盈利預測上調72%,至分別7.62及10.01美元,重申「買入」評級,並將其列為首選股份,認為Nvidia的全棧加速計算模型具有獨特的優勢,可將規模近1萬億美元的傳統數據中心業務,轉化為加速及人工智能驅動的計算業務,相應將目標價由340美元上調至450美元。
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