中概股的诱惑
2023-07-05
哈哈哈,华尔街正在找接盘侠,笑死我了,毫不掩饰
NVIDIA现在的股价依然“很便宜” 尽管今年已飙升两倍!
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ISI分析师认为由于增长潜力巨大,该股的实际价格仍处于低位。</p><p>“目前NVIDIA的股价约为425美元,市盈率约为14倍,而我们对每股收益复合年增长率的估计为55%。如果我们的增速假设是正确的,那么NVIDIA的股价实际上仍然很便宜。因此,未来还有很大的空间。”</p><p>分析师还补充道,现在关于NVIDIA约1万亿美元估值的争论主要集中于这是炒作出来的,还是基于现实情况,而分析师认为“现在看到的趋势是基于现实的,我们仍然只是看到了生成式AI的冰山一角。”</p><p>分析师预计NVIDIA到2027年的每股收益将上升至30美元,这意味着相比今年不到8美元的每股收益一致预期,增长潜力巨大。</p><p>Evercore分析师并不是华尔街唯一给予NVIDIA正面评价的分析师。瑞穗分析师也表示,于AI领域,没有公司可以取代NVIDIA,他们预计NVIDIA会继续高速增长。</p><p></p>","source":"hk_investing_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA现在的股价依然“很便宜” 尽管今年已飙升两倍!</title>\n<style 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href=\"https://hk.investing.com/news/stock-market-news/article-351726\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://i-invdn-com.investing.com/news/LYNXMPEE141FU_M.jpg","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0079474960.USD":"联博美国增长基金A","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4581":"高盛持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","NVDA":"英伟达","BK4549":"软银资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4548":"巴美列捷福持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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ISI分析师认为由于增长潜力巨大,该股的实际价格仍处于低位。“目前NVIDIA的股价约为425美元,市盈率约为14倍,而我们对每股收益复合年增长率的估计为55%。如果我们的增速假设是正确的,那么NVIDIA的股价实际上仍然很便宜。因此,未来还有很大的空间。”分析师还补充道,现在关于NVIDIA约1万亿美元估值的争论主要集中于这是炒作出来的,还是基于现实情况,而分析师认为“现在看到的趋势是基于现实的,我们仍然只是看到了生成式AI的冰山一角。”分析师预计NVIDIA到2027年的每股收益将上升至30美元,这意味着相比今年不到8美元的每股收益一致预期,增长潜力巨大。Evercore分析师并不是华尔街唯一给予NVIDIA正面评价的分析师。瑞穗分析师也表示,于AI领域,没有公司可以取代NVIDIA,他们预计NVIDIA会继续高速增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1483,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":43,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/194669132685456"}
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