大行評級|高盛:對英偉達開啟90日上行催化觀察 維持目標價1030美元
花旗發表報吿指,在GTC人工智能大會舉行後英偉達出現獲利回吐,因此對其開啟90日上行催化觀察。該行指,最近的供應鏈討論表明,需求能見度已延伸至2025年上半年,2024和2025財年GPU估計數目與該行的430萬和520萬預測模型相同。
該行預計,主要代工廠和HBM芯片設備供應商將在業績和6月2日的台灣計算機展上發表供應鏈評論,屆時英偉達CEO黃仁勛將發表主題演講,可能會對該股產生積極的催化作用。該行維持其目標價1,030美元,評級“買入”。
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