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《大行報告》野村:英偉達(NVDA.US)季度銷售和指引反映高階AI伺服器支出持續受關注
阿思達克 02-22 15:04
野村發表報告指出,英偉達(NVDA.US)2024年第四財季的數據中心收入再次大幅增長,公司預期今年4月止季度的整體收入將進一步增長。該行認為,公司季度銷售和指引反映高階人工智能(AI)伺服器支出持續受關注,估計隨著時間的推移,可能由今年某個時候開始,AI投資或擴大至其他硬件,如傳統伺服器。 該行重申對科技股的正面看法,預期晶片周期性復甦及長期的AI趨勢,將為一系列科技硬件相關股份創造投資機會。
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