摩根士丹利发布AI股报告：首选英伟达！上调目标价至500美元_老虎社区_美港股上老虎

摩根士丹利发布AI股报告：首选英伟达！上调目标价至500美元

investing2023-06-16

摩根士丹利近日发布最新人工智能(AI)观察报告，并将NVIDIA列为最佳选择，“NVIDIA是唯一一个可能于2023年因AI表现超过预期并上调业绩预期的公司”，因此将其目标价从450美元上调至500美元。大摩还上调了NIVIDIA一些竞争对手的目标价。分析师于报告中强调：“自NVIDIA发布AI训练产品后，公司表示需求持续增长。根据业内报告，一些之前未被看作重要客户的公司现在每天都在下新订单。”...

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Raise the target price to $500","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/91ba8dd0f31f9f5af12e4a0a43ef4d97","symbols_score_info":{"NVDA":1,"MS":1},"content_text":"摩根士丹利近日发布最新人工智能(AI)观察报告，并将NVIDIA列为最佳选择，“NVIDIA是唯一一个可能于2023年因AI表现超过预期并上调业绩预期的公司”，因此将其目标价从450美元上调至500美元。大摩还上调了NIVIDIA一些竞争对手的目标价。分析师于报告中强调：“自NVIDIA发布AI训练产品后，公司表示需求持续增长。根据业内报告，一些之前未被看作重要客户的公司现在每天都在下新订单。”分析师认为，NVIDIA的财报于接下来一段时间会持续胜市场预期，并不断上调指引。这种情绪仍在持续增强。由于NVIDIA是第一间进入此市场的公司，分析师指出：“近期NVIDIA可能会相较于同行有更高上修指引的概率，因此有理由对其给予溢价。”他们将NVIDIA称为2023年唯一的“领跑者”。因此，分析师将目标价从450美元上调至500美元。摩根士丹利还上调了NVIDIA一些主要竞争对手的目标价，并认为此行业的整体繁荣将有助于这些公司于2024年及以后继续取得进展。Advanced Micro Devices (NASDAQ:AMD)的目标价从97美元上调至138美元：“与NVIDIA不同，AMD公司短期内不太可能有跑赢大市的情况……惟从长远来看，我们依然坚信公司的服务器业务市场份额将继续增加，一旦为满足AI投资和传统基础设施升级的需求，预算再次扩大，服务器市场扩张趋势将以更强大的步伐恢复。”Marvell Technology (NASDAQ:MRVL)的目标价从55美元上调至68美元：Marvell的“云端芯片业务的成功，以及于AI网络领域的突破，已成为许多大客户AI战略的重要基石，但这些基石在很大程度上都在取代非AI硬件，而Marvell于这方面有很大的业务份额。鉴于市场对AI的热情但盈利潜力有限，我们将Marvell的预测市盈率从35倍上调至43倍。”英特尔(NASDAQ:INTC)的目标价从31美元上调至38美元：“英特尔确实在AI领域拥有重要发展机会……我们认为，近期主要机会来自Habana Labs/Gaudi，这是一种专业芯片，司于几年前收购，明年可能带来实质性收入。我们同时注意到，相较于其他芯片公司，英特尔的估值明显偏低，特别是在企业价值/销售（EV/sales）基础上。”","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":10,"commentSize":0,"repostSize":0,"favoriteSize":6,"likeStatus":false,"favoriteStatus":false}}