大摩——英伟达:股价跑赢市场需满足哪些条件?——AI行业高景气下的增长机遇与核心顾虑解析(附下载)

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Feb 14

免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载大摩——英伟达(NVDA.US):股价跑赢市场需满足哪些条件?——AI行业高景气下的增长机遇与核心顾虑解析翻译精华1. 评级与目标价:维持增持评级,12个月目标价250美元(当前股价191.52美元,潜在上涨空间30.53%),估值基于2027年每股收益9.57美元的26倍市盈率,较大型AI同行博通(AVGO)有折让,较半导体...

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