You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛首予Super Micro Computer(SMCI.US)「中性」評級 目標價941美元
高盛首度覆蓋美超微電腦(Super Micro Computer)(SMCI.US),目標價941美元,評級「中性」。 公司透過與英偉達(NVDA.US)、超微半導體(AMD.US)及英特爾(INTC.US)等主要人工智能部件供應商的長期合作關係,特供高效能伺服器及儲存系統,使其轉型爲領先人工智能基建公司。 包括專門使用圖像處理器(GPU)提供雲服務商家在內的客戶,正大幅投資人工智能基建。公司過去兩年收入及盈利表現亦對照英偉達,併成爲人工智能贏家。但該股未來一年預測市盈率已與英偉達看齊,同爲32倍,且收入年複合增長率將由2021至2024財年的61%,降至2025財年的51%及其後的9%。 該行亦關注公司的企業人工智能基建服務未來將面臨更多競爭,尤其來自戴爾(DELL.US)及思科(CSCO.US)。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account