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《大行》高盛上調英偉達(NVDA.US)數據中心收入預測 目標價升至200美元
阿思達克 08-08 11:02
高盛發表研究報告,預期英偉達(NVDA.US)將交出好過市場預期的7月底止次財季財報與未來展望,考慮到超大型雲端服務商增加資本開支,以及行業數據顯示AI支出持續強勁,相應上調英偉達數據中心收入預測約8%,目前預測第二及第三財季數據中心收入將達到419億美元及515億美元,分別較市場預期高出2%及8%。 高盛預期,績後股價反應將取決於Blackwell晶片下半年放量節奏及2026年Rubin架構推出時間表、中國特供版H20晶片的量產時間與貢獻度,以及已計提H20庫存對毛利率的潛在影響,憧憬若美國出口許可在未來數月獲批,將為2027財年帶來約200億美元額外收入。高盛將英偉達的目標價從185美元上調至200美元,評級「買入」。
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