Yahoo Entertainment - November 7, 2024
【財訊快報/陳孟朔】華爾街投行一哥--高盛發表最新報告指出,重申對AI晶片一哥—Nvidia(美股代碼NVDA)的“買入”評級,同時列入“確信買入”名單。雖然預估Nvidia明年4月披露的第一季財報才有真正突破的作為,因預期屆時Blackwell的推進和供應端條件改善,將為每股盈餘(EPS)帶來顯著正面的調整。高盛估對Nvidia 2025及2026會計年度非通用會計準則(non-GAAP)的EPS(不包括股權激勵)預測各為4.63及5.54美元,皆市場預期高出14%。對Nvidia目標價為150美元,認為AI基…
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