《大行報告》高盛升英偉達(NVDA.US)目標價至1,000美元 續列「確信買入」名單
高盛發表報告指,英偉達(NVDA.US)行政總裁黃仁勛在GTC(GPU Technology Conference)大會上,提出下一代數據中心GPU平台Blackwell,支持更快速的訓練模型,並公布在企業軟件、健康護理、工業及晶片設計等多方面的合作。該行認為英偉達在數據中心規模上擁有獨特的創新能力,在客戶基礎及合作夥伴方面更具深度,在生成式AI基建擁有具吸引力的地位。
該行將英偉達2026至2027財年收入預測平均上調10%,非公認會計準則每股盈利預測上調11%,維持其「買入」評級,目標價由875美元上調至1,000美元。
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