《大行報告》摩通料英偉達(NVDA.US)強勁產品周期助今財年再創佳績 估汽車領域2025財年顯著增長
摩通發表報告指出,與英偉達(NVDA.US)財務總監Colette Kress對話後得出六個重點,包括強勁的產品周期有助公司今財年再創佳績;供應量持續增長利好今年收入增長;人工智能(AI)/加速運算(Accelerated Computing)將持續推動開支組合轉向圖像處理器(GPU)/加速器(Accelerators);透過基於Arm的解決方案進軍個人電腦(PC)處理器市場的機會;軟件/服務不斷貢獻收入增長,軟件增長與其不斷擴大的安裝基礎一致;大力投資推動新產品創新並加快產品節奏。
當中,該行指強勁的產品周期,加上生成式人工智能的發展,估計英偉達去年收入按年增長超過一倍。而今年數據中心業務料將保持強勁勢頭,另對遊戲、ProViz及汽車業務的長期增長持正面態度,當中預期汽車業務2025財年顯著增長。
該行認為,新產品將於明年上市,可帶動明年收入持續增長。另公司料今年開始將向中國運送符合中國標準的產品。
英偉達將繼續對研發方面的強勁投資,該行相信公司將繼續推動營運開支實現雙位數的增長,以推動市場對更多人工智能解決方案的需求。該行對英偉達評級「增持」。
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