英伟达首席执行官黄仁勋（Jensen Huang）上个月对投资者表示：“人工智能时代已经来临，而且规模庞大、种类繁多。”随着计算规模的“指数级”增长，英伟达将从中受益。人工智能需求的蓬勃发展使英伟达用于支持人工智能发展的芯片的销售额和公司股价在今年创下历史新高，2024年股价上涨了一倍多。英伟达是目前仅有的三家市值超过3万亿美元的公司之一。Analysts believe that NVIDIA's upward trend is far from over, and expect that Jensen Huang's speech next month and the upcoming GPU Technology Conference will continue to boost the stock price.
This year is the darling of AI. $NVIDIA (NVDA.US)$ It is a record year for Stock prices, and the momentum may not be over. Despite the recent decline pushing its stock price into a correction Range, Analysts remain overwhelmingly Bullish on this chip maker's Stocks, expecting larger gains as the demand for the company's AI chips continues to outpace supply.
The vast majority of Analysts are optimistic about NVIDIA's upward potential. Among the 21 stock Analysts tracked by Visible ALPHA, all but one have rated the stock as 'Buy' or equivalent, with an average Target Price of about $177, indicating an upside of more than 25% from the latest closing price.
Both sales and stock prices have reached all-time highs.
NVIDIA's CEO Jensen Huang told investors last month: 'The era of AI has arrived, and it is vast and diverse.' With 'exponential' growth in computing scale, NVIDIA stands to benefit. The booming demand for AI has led to record sales of chips supporting AI development and the company’s stock price reaching historic highs this year, with stock prices more than doubling in 2024. NVIDIA is currently one of only three companies with a Market Cap exceeding $3 trillion.
Last month, the company reported third-quarter revenue of $35.1 billion, a historic high, with Datacenter revenue more than doubling year-on-year. During the company's Earnings Reports conference call, executives stated that they were seeing 'staggering' demand for the company's next-generation Blackwell AI system, which Huang described as a 'complete game changer for the industry.'
Two major events could serve as catalysts for price increases.
Citigroup informed clients that the next big event likely to boost NVIDIA's stock price could happen next month—CEO Jensen Huang will deliver a keynote speech at the Consumer Electronics Show (CES) on January 6.
Citigroup Analysts have stated that Jensen Huang is expected to announce higher Blackwell sales expectations during the meeting, emphasizing the growth opportunities brought by the increasing demand for Siasun Robots&Automation in enterprises and industries. According to The Verge, NVIDIA is also expected to launch new graphics cards and may release Other Products.
Goldman Sachs Analysts pointed out that NVIDIA will hold its next annual GPU Technology Conference (GTC) in March. At this year's GTC, NVIDIA released the Blackwell platform and announced the expansion of partnerships with Industry leaders, among other things. The company's fourth fiscal quarter Earnings Reports are also expected to be released in February.
Jensen Huang previously stated that the company plans to release a new chip series every year, so more details about the Blackwell successor product Rubin may be provided in the coming months, with the product expected to be released in 2026.
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