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英伟达财报备受瞩目,AI领域霸主地位稳固,华尔街大幅上调目标价

FX1682024年8月27日 14:19
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FX168财经报社(北美)讯 在即将公布备受期待的第二季度财报前,英伟达(Nvidia)的股票在周二交易中小幅波动,同时一位华尔街顶级分析师对其目标价格进行了关键性上调

(图片来源:finance.yahoo )

过去一个月,英伟达(NVDA)的股价涨幅远超纳斯达克综合指数的整体涨幅,自8月初以来上涨了超过13%。这一市场走势反映了对人工智能需求将在下半年及以后持续加速的乐观预期,即使公司关键的AI芯片和处理器面临一些交付延迟和供应链瓶颈

该集团新推出的Blackwell系列预计将在明年推动数据中心收入达到1500亿美元,但据报道,该系列目前存在一些设计缺陷,可能会推迟交付至主要的英伟达客户,直到今年晚些时候。

分析师原本预测Blackwell将在第三季度开始对英伟达的营收增长产生贡献,并在年底前三个月进入全球客户的数据中心。Quanta Computer的首席执行官Barry Lam在周一的活动上表示,他的公司在第二季度继续交付配备H100和H200'Hopper芯片的AI服务器,并预计今年将实现三位数的收入增长。

Blackwell延迟成为关注焦点

KeyBanc Capital Markets的分析师John Vinh在上周发布的报告中表示,“财年第三季度的Blackwell出货量已被更高的Hopper预订所填补。”他认为这一延迟不会影响NVDA的第二季度财报或短期前景。华尔街的预测指出,英伟达的每股收益共识为64美分,同比增长137%,收入则超过翻倍,达到286.8亿美元。

英伟达在5月份告诉投资者,当前季度的收入预计将增长至约280亿美元。当时,这一高于预期的估计缓解了投资者对与Blackwell推出相关的H100芯片订单延迟的担忧。

Truist Securities的分析师William Stein在周二发布的报告中表示,“从基本面和情感因素来看,英伟达的情况似乎仍在改善。”他将对该集团的目标股价上调了5美元至145美元,同时维持了买入评级

“我们与组件买家和卖家的常规对话反映出英伟达的业务趋势持续改善,”Stein及其团队在科技巨头的7月季度财报前写道。“结合关于AI投资和采用的公开数据,我们将估计小幅上调,”他补充道,将全年每股收益目标从3.39美元上调至3.61美元。

云支出激增

根据Barclays的估计,主要数据中心和云服务提供商——即超大规模提供商——预计将在未来两年内花费约5000亿美元来扩建其庞大的基础设施。他们旨在利用这些数据集来提升从快餐到最复杂的药物测试等各类销售。

Canalys的技术市场分析师指出,第二季度的云基础设施支出同比增长19%,达到了约782亿美元,这主要得益于亚马逊(AMZN)、微软(MSFT)和Meta Platforms(META)的投资。“面对如AI这样的变革性工具,主要提供商将投资以免错失机会,”Canalys副总裁Alex Smith说道,“AI依赖于大规模的计算能力和存储,而超大规模提供商希望AI驱动的服务成为客户转向云计算的下一个吸引理由。”

截至发稿,英伟达的股价在交易中上涨0.22%,显示周二开盘价为126.78美元。这一变化将使股票在六个月的涨幅扩展至约61%,并使该集团的市值约为3.11万亿美元。

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