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涨飞的英伟达还是滞涨的英特尔？高盛态度鲜明

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justify;\">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%。</p><p style=\"text-align: justify;\">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。”</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">相比之下，<strong>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。</strong></p><p style=\"text-align: justify;\">“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。”</p><p style=\"text-align: justify;\"><strong>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</strong>。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。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c31e87d482d57f645f83f6d0d9d5d4a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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，<strong>英特尔营收连续七个季度下滑</strong>，从“芯片之王”的宝座跌落。</p><p style=\"text-align: justify;\">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。</p></body></html>","source":"wallstreetcn_hot_news","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>涨飞的英伟达还是滞涨的英特尔？高盛态度鲜明</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd23a532cb02c5a7f3453ec0d19b714b","relate_stocks":{"BK4141":"半导体产品","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4503":"景林资产持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","INTC":"英特尔","NVDA":"英伟达","LU0056508442.USD":"贝莱德世界科技基金A2","BK4581":"高盛持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4504":"桥水持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505439.SGD":"Schroder 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“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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"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":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/273248023310456"}