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《大行報告》摩通升Nvidia(NVDA.US)目標價至600美元 評級「增持」
阿思達克 08-24 15:46
摩根大通發表研報指,在生成式人工智能及語言大模型的發展推動下,Nvidia(NVDA.US)的加速計算、網絡平台和軟件解決方案需求不斷擴大,而透過旗下全棧生態系統產品組合,公司已將自身定位為全方位解決方案供應商。 截至7月底止第二財季業績向好,收入、毛利及每股盈利均超出預期,摩通指出,管理屠預計截至10月底止第三財季收入將按季增長18.5%,遠高於市場普遍預期的13%,相信是受到數據中心業務強勁需求所支持。該行估計,第三財季Nvidia數據中心按季增幅可達20%以上,並於明年維持穩健增長。 摩通目前對公司2023至2025財年經調整每股盈利預測為3.34、10.49及14.95美元,重申「增持」評級,目標價從500美元調升至600美元。
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