瑞银——英伟达公司:结合GTC大会动态与供应链调研

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Nov 02

瑞银——英伟达公司(NVDA.US):结合GTC大会动态与供应链调研,上调盈利预测及目标价“添加微信:haohaodehhh”免费获取原研报——免费加入经济金融资源群,领取外刊+外资研报精华翻译一、核心变动:上调盈利预测与目标价,需求端信号强劲英伟达在GTC大会上披露的需求指引及新增合作项目显示,当前市场盈利预期显著偏低,叠加瑞银近期供应链调研结果,瑞银对公司盈利预测进行大幅上调:• 盈利预测:将...

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