大行评级丨大摩:上调英伟达目标价至300美元,行业首选

格隆汇
Aug 28
英伟达第二季业绩胜预期,摩根士丹利上调其目标价4%,由288美元上调至300美元,维持“增持”评级,为半导体行业首选,股价非常便宜。最牛目标价予350美元,最熊则为160美元。 英伟达财务总监克雷斯(Colette Kress)预测下个财政年度收入将大增约70%,较大摩预期增52%为高,Rubin的产能提升将改变市场占有率格局,预计10月年化收入将达到800亿美元。 大摩上调英伟达2027财年及2028财年收入增长预测为70%及40.6%,分别为4059.68亿及6901.68亿美元;non-GAAP每股盈利预测分别上调至9.21美元及15.01美元。

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