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英伟达财报即将揭晓,未来指引成关键焦点 AI行业风向如何改变?

FX1682024年8月26日 15:58
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FX168财经报社(北美)讯 Evercore ISI的策略师在一份报告中表示,英伟达(NASDAQ)将于本周发布财报,尽管预计会超出普遍预期,但投资者对人工智能(AI)的采纳仍感到不安,因此焦点将集中在公司未来的指引上。

Evercore指出,目前只有5%的美国企业正在使用AI。此外,与半导体销售密切相关的大规模资本支出预计将在2024年下半年放缓。 随着AI在各个行业的影响力不断扩大,市场低迷时期被视为买入机会。

策略师表示,AI在传统上难以自动化的行业(如零售)取得进展的迹象逐渐显现,沃尔玛(Walmart)利用生成型AI(GenAI)提升生产力就是一个例子。

Evercore表示,其策略团队已更新了“AI革命者”名单,这些公司在AI提及频率、每股收益(EPS)改善以及相对估值方面表现突出。英伟达、可口可乐(NYSE)和State Street(NYSE)都在名单之中。小型股和有显著回购风险的公司也被纳入其中。

目前,英伟达将于周三市场收盘后发布2025财年第二季度财报。

华尔街分析师预计,这家芯片制造商的收入将增加至288.4亿美元,比去年同期的收入增长超过一倍。来自Visible Alpha的估计数据表明, 净利润也预计将超过去年水平,达到149.5亿美元。

本月早些时候,关于英伟达Blackwell芯片延迟的报道导致公司股价下跌,尽管英伟达已确保生产仍按计划在下半年逐步增加。

一些分析师认为,投资者的担忧可能被夸大,对客户的影响很小。

Raymond James的分析师指出,这种延迟可能会有“适度”的影响,甚至可能提升对现有芯片的需求,并预计“管理层将淡化这些猜测中的延迟”。

免责声明:本网站提供的信息仅供教育和参考之用,不应视为财务或投资建议。

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