《大行報告》高盛升Nvidia(NVDA.US)目標價至800美元 上調盈測
高盛發表報告,將英偉達(NVDA.US)2025及2026財年non-GAAP每股盈利預測平均上調22%,以反映近期行業數據指向AI伺服器需求強勁,以及GPU供應改善。該行不再估算2024年度下半年數據中心收入下跌,預期至2025年度上半年將保持增長,因為大型雲端服務商持續投資於生成式AI基建,集團客戶基礎擴展,以及受惠於H200及B100的產品周期。
該行認為英偉達風險回報吸引,維持「買入」評級,並列於確信名單,目標價由625美元上調至800美元,以正常化每股盈利預測16美元計,預測市盈率50倍,以2025年non-GAAP每股盈利預測29.88美元計,預測市盈率27倍。
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