《大行報告》大摩:英偉達(NVDA.US)季績可支撐投資者對亞洲AI供應鏈股票的信心
摩根士丹利發表研報指,市場對英偉達(NVDA.US)上季業績反應顯示出,人工智能投資熱潮尚未見頂,市場購買力仍然充裕,相信足以為投資者對亞洲人工智能供應鏈股份的信心帶來支持。
英偉達上季整體收入、利潤及數據中心業務表現均向好,其中盈利按年增長769%,公司更預期今年首季銷售額可達240億美元,高於市場預期的220億美元,大摩相信將為股價帶來10%至15%的影響。
報告指出,人工智能供應鏈及需求都在改善,管理層亦透露新一代產品需求遠高於供應,憧憬3月份英偉達GTC大會將成為亞洲人工智能供應鏈的另一個潛在催化劑,期待有進一步上行空間。大摩表明對今年下半年起行業發展重新加快有信心,考慮到接下來幾個季度供需失衡情況將繼續存在,展望未來六個月亞洲人工智能供應鏈的利潤狀況預期將有所改善,給予「增持」評級。
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