金吾财讯 | 花旗发表报告指，因英伟达(NVDA)新兴云端及主权AI支出增加，该行对英伟达修订后的2025、2026年预估仍高于共识预期2%、5%。该行续指，重要的是，花旗的预估未包括中国市场，若英伟达恢复对中国的GPU出货，可能带来上行空间；新目标价200美元基于修订后的2026年每股盈利乘以一致的30倍市盈率。将英伟达(NVDA)的目标价从210元下调至200美元，以反映上周博通表示其XPU按年增长加速(受新旧客户推动)后，2026年GPU销售额下降约4%；并估计上述交易将对英伟达2026年销售额造成约120亿美元的GPU销售影响。维持“买入”评级，看好其在AI长期增长机会中的优势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.