《大行報告》花旗:英偉達(NVDA.US)本月18日至21日舉行旗艦GTC大會 投資者將關注總可尋址市場(TAM)擴展
英偉達(NVDA.US)將於本月18日至21日舉行旗艦的GPU(圖像處理器)科技大會,行政總裁黃仁勳將於大會首日發表演說,其後將有分析師答問會。
花旗發表報告指,黃仁勳的演說將集中最新生成人工智能技術進展,該大會亦一般會更新公司對不同終端市場銷售機會的預測,投資者將關注生成人工智能對整體潛在市場(Total Addressable Market,TAM)擴張的影響,因黃仁勳早前預計人工智能工廠基建的TAM將達約2萬億美元。該行又指,投資者亦將留意人工智能生態圈,可能推出的特定應用積體電路(ASIC)業務,以及B100晶片的效能及定價。
基於對2027年電腦TAM達2,000億美元的預測,該行繼續相信公司長期盈利能力屬吸引,並假設人工智能GPU銷售在今明兩年分別達700億及780億美元。該行目前予英偉達「買入」評級及820美元目標價。
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