大行評級|瑞銀:維持英偉達“買入”評級 撇除H20芯片業務或導致每股盈利損失0.2美元
瑞銀髮表研報指,英偉達表示獲美國政府通知,需要取得許可才能向中國等國家出口其H20芯片。按該行討論所得,實際上形同禁止出口。公司爲此計提55億美元費用。報告稱,如果完全撇除H20芯片業務,英偉達每股盈利將遭受約0.2美元的損失。惟該行又指,如果英偉達以未來四年承諾在美國投資5000億美元AI基礎設施作交換,以換取美國政府廢除《人工智能擴散框架》(AI Diffusion Rule),或將帶來一線曙光。
瑞銀目前未調整英偉達盈利預測,仍給予“買入”評級,目標價185美元。
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.