英伟达(NVDA)盘中扬升2.74% 大摩重新将其列为首选半导体股

金吾财讯
Oct 02

金吾财讯 | 英伟达(NVDA)盘中股价扬升2.74%,暂报237.28美元,成交额73.06亿美元,最新市值超5.7万亿美元。消息面上,市场媒体最新报道称,英伟达本月将与主要合作伙伴推出DGX SPARK 64GB配置,支持在设备上运行高达1000亿参数的模型。DGX SPARK 64GB将于10月23日通过主要合作伙伴上市,起价4999美元。此外,摩根士丹利最新发布研报,重新将芯片巨头英伟达列为其半导体领域的首选股票,维持“增持”评级,目标价看至300美元。摩根士丹利分析师约瑟夫·摩尔团队指出,英伟达目前仍处于新产品周期的早期阶段。受消费者对智能体热情的推升,AI应用场景正不断拓展,进一步拉动代币(Token)与算力需求,而英伟达有望在此趋势下扩大跑赢同行的优势。大摩强调,当前英伟达对应2028财年盈利预测的市盈率仅为15倍,估值极具吸引力,即便市盈率不发生扩张,依靠业绩增长仍能带来坚实的投资回报。另在与英伟达CEO黄仁勋等管理层会面后,大摩补充道,虽然AI智能体的演进将推高对CPU的需求,但资本开支的最大份额仍将集中于GPU。目前市场面临严峻的CPU短缺问题,但英伟达对其CPU业务表现出强烈的信心,预计其CPU产值将从2026年的200亿美元翻倍增长至2027年的400亿美元。

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