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花旗坚定“唱多”:2025年英伟达股价涨幅或高达近30%,原因是TA

Citigroup remains bullish: by 2025, nvidia's stock price may increase by as much as 30%, the reason is TA

FX168 ·  03:40

FX168 Financial News Agency (Europe) reported on Wednesday (November 27) that citigroup's analyst included nvidia in the "positive catalyst watch list" for the next 90 days, believing that its stock price could soar to a target price of 175 dollars by early 2025, an increase of up to 27%.

citigroup noted that this potential increase is partly attributed to nvidia's founder and CEO Jensen Huang giving a significant keynote speech at the Consumer Electronics Show (CES 2025) in 2025.

CES 2025: A crucial moment for nvidia.

CES will be held from January 7 to January 10, 2025, with Huang's keynote address tentatively scheduled for January 6 at 6:30 PM. A Q&A session for financial analysts will also be held on January 7 following the speech.

citigroup analyst Atif Malik stated, "We included nvidia in the positive catalyst watch list ahead of CES, expecting market expectations for the sales of Blackwell products to rise at that time, and management will discuss the turning point inferred from the demand for enterprise and siasun robot&automation industries."

Key Highlights.

According to Malik's analysis, nvidia may further raise sales expectations for its next-generation ai chip Blackwell products during the CES event while accelerating production to meet market demand. Additionally, Malik predicts:

Margin rebound: nvidia's management may inform analysts that its margins will begin to recover after bottoming out in the quarter ending April 2025.

The demand in the robotics field is surging: nvidia may discuss the "inference-led inflection point" in the AI robotics sector, including applications in warehouses, manufacturing, and even humanoid robots.

nvidia in the wave of AI robots.

In recent years, companies like Tesla, Figure.AI, and Boston Dynamics have been competing to develop humanoid robots, and nvidia's gpu chips have become the core technology for these devices. During nvidia's annual GTC conference in March 2024, Jensen Huang showcased nine humanoid robots partially powered by nvidia chips.

Citigroup's rating and performance of nvidia.

Citigroup gave nvidia stocks a "buy" rating and raised the target price from $170 to $175 after the company's third-quarter earnings report.

nvidia's stocks have soared 176% year to date, mainly benefiting from the market's fervent demand for its AI-driven gpu chips.

The translation is provided by third-party software.


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