英偉達盤後公佈財報 華爾街唱多
英偉達(NVDA.US)將於北京時間週四早間公佈截至4月30日的2023財年Q1業績。美國銀行分析師Vivek Arya予英偉達“買入”評級,目標價320美元。Arya認爲,英偉達的雲計算和遊戲業務有望繼續增長。
Arya表示,半導體行業整體仍然強勁,但這可能是由於“供應緊張”,投資者擔心這是“潛在的2023年衰退風暴前的平靜”。
關於最近半導體股票的下跌,Arya指出,這“似乎更多是根據新的利率機制重新設定估值,而不是需求驅動因素的結構性轉變。”Arya表示,英偉達和其他與雲計算相關的公司,如AMD(AMD.US)、邁威爾科技(MRVL.US)和博通(AVGO.US)都“面臨彈性需求”。
其他面臨彈性需求的半導體公司還包括與汽車行業相關的公司,例如安森美半導體(ON.US),以及半導體設備公司,包括科磊(KLAC.US)、應用材料(AMAT.US)等。
週一,摩根士丹利表示,邁威爾科技和英偉達有望在本週公佈強勁的季度業績,突顯出它們在電信、網絡和雲計算領域的強勁增長。
Bernstein分析師Stacy Rasgon則表示不看好英偉達Q1業績,將目標價從325美元下調至225美元,仍維持“跑贏大盤”評級。
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