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大行评级|高盛:英伟达对Blackwell平台具竞争力定价显示更注重长期收益 维持“买入”评级

Bank Ratings | Goldman Sachs: Nvidia's competitive pricing on the Blackwell platform shows that it pays more attention to long-term benefits and maintains a “buy” rating

Gelonghui Finance ·  Mar 22 16:24
Glonghui, March 22 | Goldman Sachs published a research report saying that Nvidia recently held an analyst exchange event hosted by Founder and CEO Wong In-hoon and Chief Financial Officer Colette Kress. The details shared in the speech were similar to those at the previous press conference, mainly referring to the layout of its latest AI computing power Blackwell GPU platform. The bank believes that as the growth of the Blackwell platform accelerates, Nvidia can seize long-term market development opportunities, and its competitors will face increasing competition in the industry. Huang Renxun indicated that they want to set a competitive price for the Blackwell platform. Goldman Sachs believes that this confirms that Nvidia is concerned about long-term earnings prospects rather than short-term profit margin performance. Goldman Sachs maintains Nvidia's “buy” rating and continues to be included on the confident buy list. The target price is $1,000, which is about 28 times the 2026 non-GAAP earnings forecast per share.

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