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《大行報告》瑞銀上調NVIDIA(NVDA.US)目標價至540美元 評級「買入」
阿思達克 08-16 11:06
瑞銀發表研報指,NVIDIA(NVDA.US)將於下周公布業績,考慮到市場上有大量資本正在追捧人工智能及雲端基礎建設模型,而相關企業仍處於發展早期階段,預期大規模構建AI的發展趨勢可能會持續到明年,當中NVIDIA將扮演「造王者」的角色。 該行預測NVIDIA第三財季收入將達到145億美元,預測今年每股盈利將達到約10美元,2025財年每股盈利則將達到約17美元,指出雖然市場對2025財年盈利預期已大幅上升,但仍建議投資者堅持看下去,指出該公司過去一個月股價有所回調,維持看好及「買入」評級,將目標價從475美元上調至540美元。
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