热门话题-汇丰预计英伟达业绩将再次超出预期5月19日 - ** 英伟达(NVDA.O)预计将再次交出亮眼财报,业绩有望再次超出预期,但汇丰分析师对推动下一轮涨势的动力表示质疑
**汇丰预计英伟达将交出一份再次超出预期且上调指引的季度财报,营收预计将高于公司指引和市场共识
**该券商维持“买入”评级,并将目标价从295美元上调至325美元,理由是人工智能的长期潜力
**新目标价较上一交易日收盘价有约46%的上行空间
** 得益于人工智能芯片需求的持续强劲,盈利预计也将超出预期
** 数据中心业务的增长仍是关键驱动力,支撑著公司的盈利势头
** 不过,汇丰表示,连续超预期表现可能不足以提振股价,分析师指出需要新的催化剂
** 该券商补充称,人工智能领域的竞争加剧可能限制英伟达的市场份额,同时行业焦点正从超大规模云服务商转向更广泛的人工智能基础设施等新增长领域
** 该公司将于周三美股收盘后公布财报
** 今年以来,该股累计上涨约19%,表现远逊于费城半导体指数(.SOX)约60%的涨幅,且较5月14日盘中创下的236.54美元历史高点仍低约6%
(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)
At the request of the copyright holder, you need to log in to view this content
LOGIN / SIGN UPDisclaimer: 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.