花旗上調英偉達目標價至190美元 參與幾乎所有主權國家AI基礎設施
花旗上調英偉達(NVDA.US)目標價,由180美元調高至190美元,預期AI數據中心半導體市場規模擴大至5,630億美元,較早前預測的規模上調13%。
花旗分析師Atif Malik指出,主權國家對AI基礎設施需求強勁,英偉達參與幾乎所有相關項目。花旗維持英偉達30倍市盈率不變,但上調英偉達2028年每股盈利預測至6.37美元,並預期毛利率可維持中段70%水平。
該行亦稱,英偉達Blackwell晶片部署進展順利,消除市場對供應瓶頸的疑慮。不過,該行警告特朗普政府或對馬來西亞、泰國等國實施出口限制,或對業務構成風險。
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