《大行報告》大摩下調NVIDIA(NVDA.US)目標價至600美元 仍為行業首選
摩根士丹利發表報告指,美國進一步限制先進晶片對華出口,屬市場預期之內,不過措施在預期中偏向嚴厲。NVIDIA(NVDA.US)在消息後股價調整,但相信業務表現仍然超出預期,繼續為該行半導體行業首選之一,目標價由630美元下調至600美元。
據NVIDIA向美國證交會提交的報告,新措施不會造成短期影響,因為目前市場需求仍未全面滿足,中國並非突然轉向的因素,但長遠而言,產品發展計劃或有變化,即使在其他地區,支援客戶的能力或受影響,可能促使公司將部分營運地區轉移。
該行預期英偉達的數據中心業務是未來五年增長動力,人工智能相關設備進一步推動增長,遊戲產品清理庫存後,40系列吸引更多新增需求,長遠具穩定及可持續增長。
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