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英伟达盘后公布财报,华尔街预期提前看

Invid announced the results after the market, and Wall Street expected to read it in advance.

Zhitong Finance ·  05/25/2022 21:57

来源:智通财经

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。

编辑/Corrine

Risk disclosure: The above content only represents the opinion of the authors or guests, and does not represent any positions of Futu or constitute any investment advice on the part of Futu. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers where necessary. Futu makes every effort to verify the authenticity, accuracy, and originality of the above content, but does not make any guarantees or promises.