《大行報告》摩通上調英偉達(NVDA.US)目標價至650美元 維持「增持」評級
摩通發表報告指出,在收入基礎較高的情況下,英偉達(NVDA.US)截至10月底止2024財年第三季業績遠高於市場預期。公司預期明年1月底止第四財季收入按季增長10%,亦遠超市場預期,主要受惠於客戶持續強勁支出,以支援其人工智能/加速運算計劃。
儘管英偉達受美國出口管制的影響,但由於強勁需求推動下,數據中心產品按季增長41%,同時亦推動了其InfiniBand / Ethernet的網路解決方案的需求。
長遠而言,該行相信英偉達憑藉其晶片/硬體/軟件平台和強大的生態系統,公司將繼續領先競爭對手一至兩步。隨著時間的推移,預期公司將透過積極發布新產品和更多產品細分而進一步拉開與競爭對手的距離。該行將其目標價由600美元上調至650美元,重申「增持」評級。
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