《大行報告》花旗:Nvidia(NVDA.US)季績勝預期 重申「買入」評級
Nvidia(NVDA.US)發表截至7月底止第二財季業績,花旗發表研報指表現超出市場預期,營業收入達到135.1億美元,對比該行預期為110億美元,管理層預期10月底止第三財季收入將達到160億美元,亦高於該行及市場預期。
按業務劃分數據中心及遊戲相關業務增長均超出預期,但汽車相關收入則按季下跌15%,對比該行及市場原先預期增長4%至5%遜色。
花旗估計,投資者將關注公司H100 GPU的需求前景及產品對毛利的貢獻與影響,亦會關注中國客戶需求增長的可持續性等。基於2025年預測市盈率約35倍,該行給予目標價520美元,並重申「買入」評級。
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