大行評級|花旗:下調英偉達目標價至163美元 投資者焦點轉移至盈利和GTC大會
花旗發表報吿指出,英偉達將於2月26日收市後披露1月止季度業績。該行預測其1月及4月止季度業績符合市場預期,銷售額各達380億及425億美元,且GB200/300產品組合可能出現一些變化。該行認為,英偉達的股價已接近估值支持水平,並仍然看好其前景。從基本面看,英偉達受產品組合影響導致毛利率下降,其股價自去年6月以來一直處於區間波動。該行預計公司的毛利率將在4月止季度觸底。此外,該行將英偉達2025及2026財年的每股盈利預測下調約7%,目標價由175美元降至163美元,維持“買入”評級,認為投資者焦點轉移至盈利和下月GTC大會。
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