多間華爾街大行齊上調英偉達目標價3% 業績前仍有一成潛力
多間華爾街分析師在英偉達(NVDA.US)於8月27日公佈季度業績前,上調對該股目標價預期。僅本週已有至少九位分析師調升其12個月目標價,平均目標價上升3%至接近194美元,創下新高,意味較週三收市價仍有逾一成上行空間。
但標普500指數自歷史高位回落,英偉達亦連跌三日。市場對聯儲局9月減息的疑慮升溫,亦加劇了拋壓,投資者趁高獲利,並轉向風險較低的板塊。
分析師普遍預期公司下週將再度錄得雙位數收入增長。雖然中國市場銷售能否維持仍存疑,但大多數機構認爲風險已反映在模型中。
本週上調英偉達目標價的機構包括瑞銀、摩根士丹利等。據彭博數據,近九成覆蓋英偉達的分析師給予買入或等同評級。
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