里昂发表研究报告指英伟达7月底止第二财季业绩虽未带来惊喜但仍为投资者提供安心感每股盈利较该行预测高7%毛利率较该行估算高

智通财经
Aug 28
里昂发表研究报告指英伟达7月底止第二财季业绩虽未带来惊喜但仍为投资者提供安心感每股盈利较该行预测高7%毛利率较该行估算高40基点期内收入按年增长56%则较该行预测低0.8%。10月底止第三财季收入指引上限为增长57%当中未有包括对中国的潜在销售。里昂亦未将中国市场的潜在销售计入在预测之中认为业绩反映英伟达的AI建设仍在稳健进行中维持高度确信跑赢大市评级认为执着第二财季大幅超出预期及上调指引等重大惊喜是不现实投资者亦不应执着于此。该行相信英伟达未来数季只需持续交出稳健业绩即可说服存有怀疑的投资者其增长具有可持续性给予目标价270美元。

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