250亿美元回购！为何是此刻？英伟达的股东也懵了_老虎社区_美港股上老虎

250亿美元回购！为何是此刻？英伟达的股东也懵了

华尔街见闻2023-08-27

有分析师认为，英伟达回购股票的原因可能很简单——钱多得实在没地方花了。在股价年内累涨超2倍后，英伟达本次绩后宣布的250亿美元回购计划，令市场错愕。尽管业绩表现出色，但许多老牌投资者都认为英伟达的股价已经被严重高估。公司的大手笔回购可以说是对这一说法的直接反驳，但同时也让许多投资者感到困惑。根据EPFR的数据，英伟达的回购计划是今年美国公司中第五大回购公告。公司回购股票通常是创造股东回报的方式之一...

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Jackleeee
·2023-08-28
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Why this moment? Nvidia shareholders are also stunned","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/93b7b52969583f3b1f3c8d9e3f222850","symbols_score_info":{"NVDA":1},"content_text":"有分析师认为，英伟达回购股票的原因可能很简单——钱多得实在没地方花了。在股价年内累涨超2倍后，英伟达本次绩后宣布的250亿美元回购计划，令市场错愕。尽管业绩表现出色，但许多老牌投资者都认为英伟达的股价已经被严重高估。公司的大手笔回购可以说是对这一说法的直接反驳，但同时也让许多投资者感到困惑。根据EPFR的数据，英伟达的回购计划是今年美国公司中第五大回购公告。公司回购股票通常是创造股东回报的方式之一。回购能够减少股票供应、增加需求，从而提振股价，并能提高投资者密切关注的指标——每股收益。当一家公司的股票看起来很便宜时，股东通常会把回购看作是一个令人鼓舞的信号，而英伟达的股价在2023年却飙升了约220%，作为一家仍在快速成长的高科技公司，许多投资者期待英伟达能够把盈利用在业务增长、而不是提振股价上。Synovus Trust高级投资组合经理Daniel Morgan对路透社表示：“作为一家炙手可热的成长型科技公司，英伟达的回购令人吃惊。信息似乎是，管理层认为他们的股票价值被低估了。”然而，如果连英伟达也被低估，那世界上任何一个资本市场里，可能都找不出一家被高估的股票。Refinitiv Datastream的数据显示，截至周三，英伟达股价为12个月前瞻盈利预期的45倍，而标普500指数为19倍。PlumbFunds基金公司首席执行官兼首席投资组合经理Tom Plumb对路透社表示：“从历史上看，当一家公司在股价低迷时能够回购股票，你会很高兴，但我认为没有人能证明它现在处于低迷状态。”Plumb指出，英伟达回购股票的原因可能很简单，因为钱多得实在没地方花了。2022年，英伟达收购ARM的计划因为监管阻击功败垂成，账户上仍然躺着大量现金，超出了当前战略投资的需要。根据英伟达财报，2022年，英伟达研发支出占其营收的27%，与主要竞争对手持平。尽管金额惊人，但截至本周三，Nvidia的回购仅占其近1.2万亿美元市值的2.1%，这一指标通常被称为回购收益率。标准普尔道琼斯指数公司高级指数分析师霍华德-西尔弗布拉特Howard Silverblatt表示，从近一年的数据来看，这一数字低于大盘2.58%的历史回购收益率。与此同时，其他几家巨型科技公司和成长型公司今年也宣布了更大规模的回购：苹果回购900亿美元，谷歌母公司Alphabet回购700亿美元，Meta回购400亿美元。Houlihan Lokey美国公共股权咨询主管DanielKlausner指出：“科技公司倾向于用现金回购，而不是分红，因为如果每个季度都要分红，可能会阻碍它们利用增长机会的能力。”","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":1},"commentList":[{"id":213581051969600,"gmtCreate":1693183525972,"gmtModify":1693187442953,"author":{"id":"3553883977605429","authorId":"3553883977605429","name":"Jackleeee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3553883977605429","idStr":"3553883977605429"},"htmlText":"转发","listText":"转发","text":"转发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213581051969600","repostId":2362163044,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}