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《大行報告》高盛升英偉達(NVDA.US)目標價至875美元 強勁新一代AI基建開支及新產品續支持優異表現
阿思達克 02-22 16:21
高盛發表報告指,英偉達(NVDA.US)上季實現高業績目標,數據中心再次成為主要的增長動力,相信強勁的人工智能基礎架構支出和一系列新產品將支持業績持續勝市場預期。 展望未來,高盛指,雖然英偉達2024財年數據中心收入按年增長超過三倍,但預計2025財年將再增長超過兩倍,因為不僅預計大型雲端服務供應商和消費互聯網公司的Gen AI基礎設施支出將持續增長,而且預計代表各行業垂直領域的企業客戶以及越來越多的國家亦將加大AI的開發和採用力度。 高盛將英偉達2025和2026財年非美國通用會計準則每股盈利預測上調8%,並重申「買入」評級及「確信名單」,目標價由800美元升至875美元。
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