涨飞的英伟达还是滞涨的英特尔？高盛态度鲜明

华尔街见闻02-12

高盛认为，未来一年英伟达有超过10%的上涨空间，而英特尔则有10%的下跌空间。英伟达和英特尔，谁是芯片股的首选？高盛明星分析师Toshiya Hari毫不犹豫地选择了前者。本周， Hari将英伟达的目标价从625美元上调至800美元，意味着英伟达较周五收盘价还有11%的上升空间。作为全球AI算力之王，英伟达在过去3年里股价累计暴涨近400%，光是过去1年涨幅就超过了210%。进入2024年，英伟达...

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航天者Spark
02-12
航天者Spark
高盛反指，别墅靠海。

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Goldman Sachs has a clear attitude","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/db12303acd4c855f55b857e5bd19177c","symbols_score_info":{"INTC":1,"NVDA":1,"GS":1},"content_text":"高盛认为，未来一年英伟达有超过10%的上涨空间，而英特尔则有10%的下跌空间。英伟达和英特尔，谁是芯片股的首选？高盛明星分析师Toshiya Hari毫不犹豫地选择了前者。本周， Hari将英伟达的目标价从625美元上调至800美元，意味着英伟达较周五收盘价还有11%的上升空间。作为全球AI算力之王，英伟达在过去3年里股价累计暴涨近400%，光是过去1年涨幅就超过了210%。进入2024年，英伟达股价继续上涨，一个多月时间涨幅接近50%，市值达到1.78万亿美元，成为美股第五大上市公司。Hari指出，包括各国政府以及科技巨头们对AI基础设施建设的投资将进一步推动英伟达的营收，将2025-2026年全年盈利预期平均上调了22%Hari强调了英伟达数据中心部门的弹性，预计2025年英伟达数据中心收入同比增长14%。他说: “根据最近的谈话，大多数投资者似乎对 英伟达在2024年的盈利情况有很好的了解，他们更关注数据中心业务2025年的发展轨迹。”英伟达四季度财报定于春节后的2月21日盘后公布。华尔街预计，英伟达四季度营收将达到202.7 亿美元，非 GAAP 每股收益达到 4.53 美元，营收和净利润均双双实现连续增长。相比之下，Hari 对于英特尔的态度则更加谨慎和保守，维持了对英特尔的卖出评级。“虽然我们对（英特尔）管理层在过去 12-18 个月采取的各种战略行动感到鼓舞，并相信芯片法案资金的进一步明确可能会在短期内提振该股的情绪，但我们维持对英特尔的卖出评级，并继续等待数据中心计算市场份额稳定的迹象和/或外部代工战略的实质性进展。”高盛卖出评级的目标价为39美元，表明未来一年内英特尔还有10%的下跌空间。今年迄今，英特尔股价已经下跌超过9%，市值仅略高于1800亿美元。凭借其在个人电脑处理器市场的主导地位，英特尔常年跻身于芯片行业前十名，就在几年前还占据第一的位置。但在2022-2023年的人工智能浪潮中，英特尔并没能跟上同行脚步推出AI芯片，从而失去了市场先机，英特尔营收连续七个季度下滑，从“芯片之王”的宝座跌落。英特尔四季度营收和每股收益均高于预期，但备受关注的数据中心业务同比下滑10%，令华尔街大失所望，一季度业绩指引也远不及分析师预期。","kind":"news","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":0},"commentList":[{"id":273248023310456,"gmtCreate":1707748800520,"gmtModify":1707748802330,"author":{"id":"3491499683313675","authorId":"3491499683313675","name":"航天者Spark","avatar":"https://static.tigerbbs.com/4bde2839422f80e1314cc86a5158e22f","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3491499683313675","authorIdStr":"3491499683313675"},"htmlText":"高盛反指，别墅靠海。","listText":"高盛反指，别墅靠海。","text":"高盛反指，别墅靠海。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273248023310456","repostId":2410838715,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":2,"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/2410838715"}