Jefferies Financial released a report stating that the performance in the AI field of US stocks has been uneven over the past month, with Broadcom joining Nvidia's strong performance. However, more investors are bearish on AMD and Marvell Technology and hope to gain additional AI investment opportunities through edge AI and mobile applications. The bank still thinks it is premature to announce the losers for 2025, and Nvidia is still the industry leader. The bank has raised its already above-market Nvidia forecast, with 2025 fiscal year revenue and earnings per share forecasts raised to $181 billion and $4.23, respectively, and 2026 fiscal year forecasts raised to $206 billion and $4.98. If all upward factors in the estimate model are taken into account, earnings per share for the 2026 fiscal year will reach $5. The bank has correspondingly raised its target price from $135 to $150 to reflect higher forecasts, with a rating of "buy".
杰富瑞：上调英伟达目标价至150美元 上调2025至26财年收入和EPS预测
Jefferies Financial: Raises Nvidia's target price to $150, and raises revenue and EPS forecasts for fiscal years 2025 to 2026.
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