又有投行绩前唱多英伟达！KeyBanc：业绩与指引将超预期_老虎社区_美港股上老虎

又有投行绩前唱多英伟达！KeyBanc：业绩与指引将超预期

智通财经2024-05-16

5月15日，KeyBanc Capital Markets将英伟达的目标股价定为1200美元。英伟达将于5月22日公布季度业绩，该投行分析师表示，当期业绩和业绩指引的上行可能源于几个因素。其中包括H100 GPU的更好供应，中国对其H20 GPU的强劲需求以及H200 GPU的初始供应。分析师们表示，在对其Blackwell系列GPU的强烈期待中，英伟达目前的产品没有受到太大影响。分析师还认为，从...

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KeyBanc: Performance and guidance will beat expectations","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/14f29779105ac7f80187964cfb53fd0f","symbols_score_info":{"NVDA":1},"content_text":"5月15日，KeyBanc Capital Markets将英伟达的目标股价定为1200美元。英伟达将于5月22日公布季度业绩，该投行分析师表示，当期业绩和业绩指引的上行可能源于几个因素。其中包括H100 GPU的更好供应，中国对其H20 GPU的强劲需求以及H200 GPU的初始供应。分析师们表示，在对其Blackwell系列GPU的强烈期待中，英伟达目前的产品没有受到太大影响。分析师还认为，从长远来看，Blackwell系列芯片(定于今年下半年上市)可能会帮助数据中心的收入增长到2000多亿美元。分析师们普遍预计，即将公布的第一财季营收为244.7亿美元，每股收益为5.56美元。以John Vinh为首的分析师在一份投资者报告中写道:“尽管预计下一代Blackwell GPU将在下半年推出，但我们认为需求暂停的迹象有限，预计英伟达将公布明显高于预期的第一季度业绩和第二季度指引。我们认为收益具有有利的风险/回报，因此维持(增持)立场。”分析师表示:“B100 (H100的替代品)和B200预计将从第三季度开始增加，并可能占第四季度GPU销量的大部分，(平均售价)比Hopper高出约40%以上。再加上H200的供应，我们预计Hopper和Blackwell之间的平稳过渡，两个产品系列都在25年增长。”不仅，KeyBanc看好英伟达即将公布的业绩，另一投行本周也表达了乐观的看法。周二，富国银行上调了英伟达的目标价，称其数据中心业务可能大幅增长。该行分析师将英伟达目标价从970美元上调至1150美元。展望2025财年第一季度(下周即将公布的业绩)，分析师们认为英伟达Q1数据中心收入将达到206亿美元，同比增长380%。Aaron Rakers领导的分析师在一份投资者报告中写道：“我们认为(季度内)需求数据点、H100 GPU交货时间的缩短(约10周)叠加H200的初始出货、云资本支出、扩大Sovereign人工智能的努力，都表明数据中心推动又一个(季度)强劲增长。”富国银行分析师们还上调了对未来三个财政年度的数据中心支出预期，预计2025年、2026年和2027年的数据中心支出将分别达到932亿美元、1264亿美元和1514亿美元。分析师们表示，中国台湾出口数据历来与英伟达数据中心收入“高度相关”;而在截至4月份的三个月中，出口数据同比增长360%，环比增长33%。分析师们表示，Meta(META.US)、微软(MSFT.US)、谷歌(GOOGL.US)和亚马逊(AMZN.US)云服务AWS等超大规模企业的支出增加也预示着好兆头。分析师们还指出，他们预计英伟达将公布“与预期一致/比预期强劲的InfiniBand业绩”，而软件收入预计将在本财年末达到每年20亿美元，这得益于每年每个GPU成本为4500美元的人工智能企业。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}