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11-07

高盛反着来别墅靠大海

高盛：重申英伟达“买入”评级，预计正面的每股盈利修正有望推升股价

11月7日，$高盛$发表报告指出，在$英伟达$披露第三季业绩前，该行重申对其“买入”评级，同时列入“确信买入”名单。该行认为，尽管英伟达围绕客户投资回报率及其对未来AI基础设施资本开支的影响争议持续，但该行料公司正面的每股盈利修正有望推升股价。该行对英伟达目标价为150美元，认为AI基础设施供应仍未跟上需求。

高盛：重申英伟达“买入”评级，预计正面的每股盈利修正有望推升股价

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