高盛將Nvidia添加至10月確信買入名單 另有兩隻美股獲加入
晶片製造商Nvidia(NVDA.US)一直爲今年的市場領導者,高盛預計,英偉達未來將保持地位。
高盛將Nvidia列入本月在美股的確信買入名單中,給予「買入」評級,目標價爲605美元,意味上升空間爲39%。確信名單中爲高盛於美洲地區20只至25只「買入」評級股票中選出的精選。
高盛表示,監於Nvidia的競爭優勢,以及客戶開發和發佈日益複雜的人工智慧模型,預計其GPU供應商將「在可預見的未來保持其地位」。高盛更表示,Nvidia資料中心業務的實力並不會於短期減弱,指其供應限制已開始緩和。
高盛亦將IT股票Okta(OKTA.US)和Cintas(CTAS.US加至其確信買入名單中,同時刪除Salesforce(CRM.US)及Johnson Controls International(JCI.US)。高盛指Okta將成爲人工智慧的另一個潛在受益者,認爲其客戶需求回升,新產品計劃或帶來機會,預計積壓訂單和經常性收入將加速增加,目標價100美元,意味該股較上週五(9月29日)收市價有23%上升空間。
至於制服供應商Cintas,高盛認爲,向醫療保健垂直領域提供製服的數量不斷增長下,公司有機增長已重置爲高於新冠疫情前的水平,目標價爲592美元,有超過23%的上升空間。
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