大行评级丨Cantor Fitzgerald:英伟达“为奔驰而生”,目标价300美元,市值上望至7.3万亿美元

格隆汇
Oct 10

Cantor Fitzgerald分析师CJ Muse将英伟达的目标价从240美元上调至300美元,为华尔街最高预期。以300美元股价计算,英伟达的市值将达7.3万亿美元,远高于目前的4.7万亿美元。 尽管华尔街关于AI泡沫的讨论声不断,分析师则表示这不是泡沫,我们正处于万亿美元AI基础建设扩张的早期阶段,光是超大规模云端业者就已明确释出未来数年数千亿美元的需求,更不用说新云端业者、企业应用及实体AI等其他驱动力。他表示,黄仁勋与团队专注且具竞争力,预计英伟达未来将占据AI加速器市场至少75%的市场份额。 在获利预测方面,分析师认为英伟达2026年每股收益达8美元非常可行,高于市场普遍预期的6.26美元;2027年每股收益则可望升至11美元,同样高于市场预期的7.36美元。Muse 引用美国摇滚歌手Bruce Springsteen一首经典歌曲的歌词,“英伟达是为奔驰而生(Born To Run),并将持续奔驰下去。”

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