《大行報告》美銀證券升英偉達(NVDA.US)目標價至925美元 上調盈測
美銀表示,英偉達(NVDA.US)電話業績會議最重要數據為人工智能推算(AI Inference)上財年為公司貢獻近四成人工智能計算收益,人工智能推算對比公司已壟斷的人工智能訓練更具競爭力。此外,公司就供應緊張、對中國市場低依賴性、新產品、主權機構對人工智能需求增加等評論正面。
該行上調對英偉達現財年及下財年每股盈利預測13%及15%,並把目標價由800美元上調至925美元,目標價為預測下財年市盈率31倍,投資評級「買入」。該行亦基於數據中心增長仍然強勁,上調2028財年每股盈利目標,由40美元上調至45美元。
該行亦表示,英偉達下次股價催化劑將為下月18日的人工智能開發人員大會(GTC 2024),屆時將了解未來產品定價及效能表現詳情。
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