NVIDIA罕见被降级！分析师称估值堪忧、股票上涨空间有限_老虎社区_美港股上老虎

NVIDIA罕见被降级！分析师称估值堪忧、股票上涨空间有限

快科技07-07

快科技7月7日消息，近期，芯片巨头NVIDIA遭遇了罕见的股票评级下调。New Street Research的分析师Pierre Ferragu将其股票评级从"买入"降至"中性"，认为NVIDIA的估值令人堪忧，未来股票上涨空间有限，除非在牛市行情下，2025年以后的前景显著改善。Ferragu在报告中指出，NVIDIA的增长速度预计将放缓至中等水平，明年GPU的收入预计只增长35%。基于...

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Analysts Say Worrying Valuations, Limited Stock Upside","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":0.9},"content_text":"快科技7月7日消息，近期，芯片巨头NVIDIA遭遇了罕见的股票评级下调。New Street Research的分析师Pierre Ferragu将其股票评级从\"买入\"降至\"中性\"，认为NVIDIA的估值令人堪忧，未来股票上涨空间有限，除非在牛市行情下，2025年以后的前景显著改善。Ferragu在报告中指出，NVIDIA的增长速度预计将放缓至中等水平，明年GPU的收入预计只增长35%。基于NVIDIA 2019年和2020年初的市盈率（35倍），他为NVIDIA设定了135美元的目标股价，这个目标价比周三的收盘价高5%。Ferragu进一步指出，NVIDIA的市盈率可能会下降，因为目前其股价是未来12个月预期收益的40倍，而在2019年增长放缓至10%时，市盈率曾降至20倍。尽管如此，Ferragu认为NVIDIA公司的基本面质量仍然完好，只是在股价持续低迷时，才会再次考虑买入。目前，华尔街对NVIDIA持负面观点的分析师非常少，41位分析师中有38位推荐买入NVIDIA股票，3位建议持有，无人建议卖出。得益于2022年底ChatGPT的推出，引发了AI技术的热潮，今年以来，NVIDIA的股价已经上涨了159%。但最近几周，NVIDIA的股价有所回落，周五隔夜，NVIDIA股价美股早盘一度跌超2.02%，刷新日低至125.68美元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}