《大行報告》高盛上調Nvidia(NVDA.US)目標價至495美元 評級「買入」
高盛發表研報指,憑藉對軟硬件的持續投資,Nvidia(NVDA.US)已建立一定的競爭優勢,相信是近十年來的傳統人工智能發展關鍵推動者及受惠者,而在生成式人工智能發展下,預期公司已經進入一個新增長階段。
高盛認為Nvidia的數據中心業務前景廣闊,將2025至2026財年數據中心收入預測上調14%及9%,總收入預測上調10%及7%;2024至2026年非通用會計準則下,每股盈利預測上調2%、23%及21%,並重申「買入」評級,目標價從440美元上調至495美元。
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