大行評級|高盛:對英偉達目標價為1200美元 盈測有很大潛在提升空間
高盛的研究報吿指,其研究團隊在2024年台北國際電腦展期間參加了英偉達創辦人、總裁兼首席執行官黃仁勛的小組會議。黃仁勛在會上提出他對以下各個議題的看法,包括加速計算的持續轉變、英偉達作為加速計算平台提供商的定位、公司的規模優勢,以及供應鏈的可持續性。高盛對英偉達的目標價為1,200美元,並重申對公司的“買入”評級。該行指,仍然認為公司是行業標準,是開發及部署生成式人工智能所需的加速計算的關鍵推動者,而且認為公司盈測有很大潛在提升空間。
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