盘中异动 | 英伟达涨超2%，大摩：业绩公布前，英伟达大跌是买入良机

智通财经网2023-08-14

8月14日，英伟达盘初涨超2%，大摩：业绩公布前，英伟达大跌是买入良机！在英伟达发布第二季度业绩之前，摩根士丹利周一表示，英伟达股价最近的下跌是投资者的一个“良好切入点”。大摩对英伟达的评级为“增持”，目标价为500美元。分析师约Joseph Moore表示，“我们认为，最近的抛售是一个很好的切入点，因为尽管供应受限，我们仍预计该季度业绩将大幅增长，更重要的是，未来3-4个季度将有强劲的可见性。”...

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精彩评论

梓坚
2023-08-14
梓坚
👍👍
目光之后
2023-08-14
目光之后
可拉倒吧，已经那么高了，风险很大。还不如买谷歌
慧_4909
2023-08-14
慧_4909
开干！！！

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Damo: Before the results were announced, Nvidia's sharp drop was a good buying opportunity","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/47fd3fb99c06cd29c413a891c628bf1d","symbols_score_info":{"NVDA":1},"content_text":"8月14日，英伟达盘初涨超2%，大摩：业绩公布前，英伟达大跌是买入良机！在英伟达发布第二季度业绩之前，摩根士丹利周一表示，英伟达股价最近的下跌是投资者的一个“良好切入点”。大摩对英伟达的评级为“增持”，目标价为500美元。分析师约Joseph Moore表示，“我们认为，最近的抛售是一个很好的切入点，因为尽管供应受限，我们仍预计该季度业绩将大幅增长，更重要的是，未来3-4个季度将有强劲的可见性。”他补充称，英伟达是该公司在半导体领域的首选。此外，Moore还指出，在向人工智能支出“大规模转变”的推动下，英伟达未来几个季度的数据中心收入可能会达到150亿美元甚至更多。Moore补充说，“我们预计在此之后还会有持续稳定的增长，尽管目前的供应链短缺可能会在2024年下半年之前减少，因为整体行业状况供过于求，除了支持现有斜坡的狭窄专业技术。”考虑到该公司有限的供应，Moore表示，10月份的出货量“明显受到供应的限制”，虽然预期会出现连续增长，但考虑到7月份季度出货量的“实质性”数量来自库存，主要是传统的A100设备，现在很难得到确切的位置。Moore解释说，最近的抛售导致该公司股价在过去五个交易日下跌了9%，在过去一个月下跌了10%，这对该公司的业绩构成了“重大风险”，市场预期该公司股价将“大幅”上涨。Moore预计下一季度营收将比预期高出5亿至10亿美元，主要来自数据中心业务。今年5月，英伟达表示，预计第二季度营收将达到110亿美元，上下浮动2%，远高于分析师预期的71.8亿美元。Moore补充说，展望10月份的季度，收入指导可能在125亿至130亿美元左右，高于目前120亿美元的共识。","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":[{"id":208911986450704,"gmtCreate":1692027418286,"gmtModify":1692027419481,"author":{"id":"3581646737212013","authorId":"3581646737212013","name":"梓坚","avatar":"https://static.tigerbbs.com/dc60101ae2a157654c11b14c2d659432","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":1,"idStr":"3581646737212013","authorIdStr":"3581646737212013"},"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/208911986450704","repostId":2359249833,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":208894365589576,"gmtCreate":1692023114369,"gmtModify":1692023115938,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"htmlText":"可拉倒吧，已经那么高了，风险很大。还不如买谷歌","listText":"可拉倒吧，已经那么高了，风险很大。还不如买谷歌","text":"可拉倒吧，已经那么高了，风险很大。还不如买谷歌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/208894365589576","repostId":2359249833,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":208892909183104,"gmtCreate":1692022889727,"gmtModify":1692022891098,"author":{"id":"3515586475760605","authorId":"3515586475760605","name":"慧_4909","avatar":"https://static.tigerbbs.com/adc2ea5aee7245d4cc04ee6d0fc60efe","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3515586475760605","authorIdStr":"3515586475760605"},"htmlText":"开干！！！","listText":"开干！！！","text":"开干！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/208892909183104","repostId":2359249833,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":9,"commentSize":3,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2359249833"}