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大行評級|美銀:維持英偉達“買入”評級及目標價800美元
格隆匯 02-18 14:58
美銀證券發表報吿指,在英偉達將於本月21日公佈業績前,仍持“買入”評級並保持首選,目標價為800美元,但在近期股價呈拋物線跑上後,即使對其出現顯著但短暫的回調亦不感意外,在過去公佈業績前,大約有11%的潛在波幅。目前市場的預期穩步提升,部分樂觀估計第四季度銷售額較市場預測超出9%,第一季度指引則超出7%,因此業績驚喜帶來的上升空間有限。即使業績與樂觀預期不符,應涉及供應方面,而多於需求或市場競爭相關。該行認為,英偉達股價波動屬短暫,投資者關注3月18至21日的GTC大會,預料屆時將會展示產品線、合作伙伴及AI重要軟件的新消息。
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