智通财经2024-10-18
周五，英伟达在昨日创新高后维持了涨势，不过涨幅较开盘时收窄，截至发稿涨幅约0.7%。美国银行提高了对英伟达未来几年每股收益的预期，原因是该公司在4000亿美元的潜在市场中占有80%至85%的市场份额。美国银行重申对英伟达的“买入”评级，并将目标价从165美元上调至190美元，较当前水平高出近40%。
美国银行将英伟达2025年每股收益预期从2.81美元上调至2.87美元;2026年预期从3.90美元上调至4.47美元;2027年预期从4.72美元上调至5.67美元。
以Vivek Arya为首的美国银行分析师周四表示：“我们注意到英伟达被低估的自由现金流(FCF)产生的利润率在45-50%以上，几乎是七巨头均值23-25%的两倍。以美元计算，未来两年英伟达可能会获得2000多亿美元的现金流，与苹果(AAPL.US)相媲美，并提供了增长的选择。”
美国银行还强调了英伟达在与埃森哲、ServiceNow和微软等企业合作中发挥日益重要的作用。
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