拆股前夕！英偉達又創歷史新高
隔夜，英偉達收升1.25%，報1164美元，股價再創歷史新高，成交465億美元，總市值2.86萬億美元，逼近蘋果的2.98萬億美元。
分析師看到1275美元
週二，瑞穗證券將英偉達的目標價從1180美元上調至1275美元，相比隔夜收盤價還有9.5%的上升空間，並重申了對其的買入評級。
瑞穗證券認為，英偉達即將推出的Blackwell GPU平台有望取得成功，且該股即將進行股票分拆。
報吿寫道：“2024年三季度至2025年一季度，將繼續看到英偉達的Hopper平台和Blackwell B100/200in的強勁機會，而且又剛在Computex上宣佈2026年推出3nm的Rubin平台。”
瑞穗預計，英偉達的B200 NVL36/72全機架解決方案與合作伙伴緯創合作，價格為150-300萬美元以上，將在 2025年上半年上升，這可能會為盈利帶來明顯的增長。
此外，瑞穗指出，即將於6月7日進行的10-1股票拆分預計將吸引散户投資者，可能會推動該股繼續上升。
拆股前夕
此前5月23日，英偉達宣佈以10:1進行拆股。宣佈拆股至今，英偉達股價在短短8個交易日內已經累計上升22.63%。
格隆匯此前文章提到，美國銀行2月的分析顯示，宣佈分股公司的股價在未來12個月內平均上升25.4%。
拉長時間來看，該股今年以來累計升超135%，過去5年以來累計升超31倍。自2021年5月上一次4比1拆股以來，英偉達股價飆升超500%。
接下來，英偉達將在6月7日（星期五）結束時為股東每1股自動分配額外的9股，6月10日（下週一），英偉達將開始以分割調整後的價格交易。
目前英偉達的股價在1000美元以上，6月10日拆股後的價格應該100美元以上。相比1000美元的高昂價格，100美元更容易吸引在散户投資者，併為其帶來更好的流動性。
此外，拆股後，英偉達還更容易被納入道指。
拆股疊加近期新產品消息不斷，基本面強勁，英偉達的股價未來有望繼續上升，市值超蘋果可能是大概率事件。
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