英伟达9月迄今跌近15%，多头们高呼逢低买入良机已至_老虎社区_美港股上老虎

英伟达9月迄今跌近15%，多头们高呼逢低买入良机已至

智通财经网2023-09-27

以Joseph Moore为首的摩根士丹利分析师认为，错过了英伟达(NVDA.US)在今年早些时候的强劲涨势的投资者在本月迎来了一个颇具吸引力的买入点，摩根士丹利可谓是将英伟达大幅回调视为逢低买入良机的多头阵营领导者。大摩分析师表示，对英伟达人工智能芯片需求可持续性的担忧很快就会被该公司管理层的评论或财务业绩所平息，这意味着该股在9月份下跌15%(创一年来最大月度跌幅)之后提供了一个绝佳的买入机会...

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Arnott等持怀疑态度的人认为，英伟达的定价太高了，不可能达到预期。ARK投资管理公司创始人、“木头姐”凯茜•伍德也认为英伟达太贵了。英伟达近期股价走低，因为科技股正因美债收益率上升而承压，同时美联储释放鹰派信号，表示愿意在更长时间内将利率维持在高位以对抗通胀。不过，英伟达在9月份的跌幅远高于纳斯达克100指数同一时期内5%的跌幅。值得注意的是，人们对英伟达的收益预期有了更大的信心。对于截至2025年1月31日的2025财年，分析师在过去的六个月里对英伟达每股收益的平均预期提高了两倍多。股价下跌以及利润预期上升已令英伟达的估值降至近一年来的最低水平。数据显示，英伟达未来12个月的预期市盈率(股价与收益的比值)为28倍，仅为今年5月份的一半，也低于该股过去10年32倍的平均水平。Grizzle Investment Management的投资组合经理Thomas George表示：“就英伟达的增长速度而言，目前的定价确实合理。当你几年后回头看，会发现它现在的价格非常有吸引力。当前这种旺盛的人工智能芯片需求并不是海市蜃楼。”一些投资者认为，英伟达在8月份公布的第二季度营收超过预期20多亿美元之后股价未能反弹，这表明该股的定价已经消化了未来的大量增长。不过，在英伟达公布第二季度业绩之后，分析师们变得更加乐观。数据显示，华尔街对英伟达的平均目标价升至646美元，意味着该股还有超过50%的上涨空间。另外，随着英伟达近期股价回落，对该股的预期与当前股价之间的差距接近有记录以来的最大水平。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}