You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|傑富瑞:上調英偉達目標價至150美元 上調2025至26財年收入和EPS預測
格隆匯 06-24 16:22

傑富瑞發表報吿,過去一個月,美股AI領域的表現參差不齊,博通加入了英偉達的強勢表現,但更多投資者看淡AMD和邁威爾科技,並希望透過邊緣AI和行動領域獲得額外的AI投資機會。該行仍然認為現在宣佈2025年的輸家是言之過早,而英偉達仍然是業內王者。該行再上調已高過市場預期的英偉達預測,2025財年收入和每股盈利預測分別上調至1,810億美元和4.23美元,2026財年預測分別上調至2,060億美元和4.98美元;如果將估算模型中將所有上行因素都考慮在內,2026財年每股盈利將達到5美元。

該行將其目標價相應由135美元上調至150美元,以反映更高的預測,評級“買入”。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account