英伟达将于北京时间周四早间公布截至4月30日的2023财年Q1业绩。美国银行分析师Vivek Arya予英伟达“买入”评级，目标价320美元。Arya认为，英伟达的云计算和游戏业务有望继续增长。
Arya表示，半导体行业整体仍然强劲，但这可能是由于“供应紧张”，投资者担心这是“潜在的2023年衰退风暴前的平静”。
关于最近半导体股票的下跌，Arya指出，这“似乎更多是根据新的利率机制重新设定估值，而不是需求驱动因素的结构性转变。”Arya表示，英伟达和其他与云计算相关的公司，如AMD(AMD.US)、迈威尔科技(MRVL.US)和博通(AVGO.US)都“面临弹性需求”。
其他面临弹性需求的半导体公司还包括与汽车行业相关的公司，例如安森美半导体(ON.US)，以及半导体设备公司，包括科磊(KLAC.US)、应用材料(AMAT.US)等。
周一，摩根士丹利表示，迈威尔科技和英伟达有望在本周公布强劲的季度业绩，突显出它们在电信、网络和云计算领域的强劲增长。
Bernstein分析师Stacy Rasgon则表示不看好英伟达Q1业绩，将目标价从325美元下调至225美元，仍维持“跑赢大盘”评级。
Source: Zhitong Finance and Economics
NVIDIA Corp will announce Q1 results for the 2023 fiscal year ending April 30 on Thursday morning Beijing time. Bank of America Corporation analyst Vivek Arya gave Nvidia a "buy" rating with a target price of $320. Arya believes that NVIDIA Corp's cloud computing and gaming business is expected to continue to grow.
Arya said the semiconductor industry as a whole remained strong, but this could be due to "tight supply", which investors feared was "the potential calm before the 2023 recession storm".
On the recent fall in semiconductor stocks, Arya noted that it "seems to be more about resetting valuations based on the new interest rate mechanism than a structural shift in demand drivers." Arya said NVIDIA Corp and other cloud computing-related companies, such as AMD (AMD.US), MRVL.US and Broadcom Ltd (AVGO.US), are "facing elastic demand".
Other semiconductor companies facing flexible demand include companies related to the automotive industry, such as on Semiconductor (ON.US), and semiconductor equipment companies, including KLAC.US and Applied Materials Inc (AMAT.US).
Maywell Technology and NVIDIA Corp are expected to report strong quarterly results this week, highlighting their strong growth in telecoms, networking and cloud computing, Morgan Stanley said on Monday.
Stacy Rasgon, an analyst at Bernstein, said he was not optimistic about NVIDIA Corp's Q1 performance, lowering his target price from $325 to $225, still maintaining a "outperform" rating.
