《大行報告》美銀證券上調Nvidia(NVDA.US)目標價至800美元 評級「買入」
美銀證券發表報告指,英偉達(NVDA.US)將於本月21日收市後公布季績,預期其業績及指引將會高於市場普遍預測3%至5%,供應增加抵銷內地相關限制的不利影響,雖然增長幅度或較之前的季度放緩,但集團栽培的基礎,將推動明年或以後的持續增長。該行關注將於3月18至20日發布的旗艦GPU,將會展示未來的產品線,可能推動估算提升,維持其「買入」評級,目標價由700美元上調至800美元。
該行認為,企業尚未全面採用生成式AI,相信在2025年將會較實在地採用,而英偉達在公用雲端具有廣泛能力,與大型企業亦有合作關係,相信屆時能夠受惠。(cy/k)
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