Despite Near-Term Volatility, Nvidia Analyst Remains Bullish On Data Center Positioning, Gaming Dominance
Despite Near-Term Volatility, Nvidia Analyst Remains Bullish On Data Center Positioning, Gaming Dominance
NVIDIA Corporation (NASDAQ: NVDA) quantified the impact of coronavirus on its top line at $100 million in its fourth-quarter earnings release in mid-February.
NVIDIA公司(纳斯达克市场代码：NVDA)在2月中旬发布的第四季度财报中，将冠状病毒对其利润的影响量化为1亿美元。
Since then, the viral outbreak has become a pandemic.
从那时起，病毒的爆发就成了一场大流行。
An analyst at Needham looked at what lies ahead for the chipmaker in an uncertain time. The Nvidia Analyst
李约瑟(Needham)的一位分析师观察了这家芯片制造商在一个不确定时期的未来。NVIDIA分析师
Analyst Rajvindra Gill maintained an Outperform rating on Nvidia shares with a $270 price target. The Nvidia Thesis
分析师拉杰文德拉·吉尔(RajvindraGill)以270美元的目标价格维持了对NVIDIA股票的优异评级。NVIDIA论文
Nvidia has about 6% exposure to the automotive end market, with the chipmaker selling Xavier SoC into ADAS/AV driving applications, Gill said in a Friday note. (See his track record here.)
Gill在周五的一份报告中称，NVIDIA在汽车终端市场的敞口约为6%，该芯片制造商将Xavier SoC出售给ADAS/AV驱动应用。(请看他的履历。)
In conjunction with the analyst's view that the COVID-19 outbreak is impacting global automotive production, he lowered his fiscal year 2021 revenue estimate for Nvidia from $12.50 billion to $12.325 billion and EPS estimate from $7.20 to $7.05.
结合这位分析师认为COVID-19疫情正在影响全球汽车生产的观点，他将NVIDIA 2021财年的收入预期从125亿美元下调至123.25亿美元，并将每股收益预期从7.20美元下调至7.05美元。
The automotive segment is a long-term growth driver for the company, he said.
他说，汽车行业是该公司长期增长的动力。
The weakness stemming from the segment can be offset by strength in data center, both in training and inference, Gill said.
吉尔说，数据中心在训练和推理方面的力量可以抵消这一环节造成的弱点。
The segment is likely to remain strong throughout 2020 thanks to a shift to public and private cloud as a significant number of people worldwide have been forced to work from home, he said.
他说，由于转向公共和私有云，整个2020年这一领域可能会保持强劲，因为全世界有相当多的人被迫在家工作。
"Thus, due to higher demand for cloud storage, we expect robust data center spending by hyperscalers, enterprise, and vertical customers throughout the rest of 2020."
因此，由于对云存储的更高需求，我们预计在2020年剩下的时间里，超级用户、企业和垂直用户将投入强劲的数据中心支出。“
Needham also expects gaming sales to rebound after the pandemic COVID-19, especially as the number of games with ray-tracing capabilities continues to ramp. NVDA Price Action
李约瑟还预计，游戏销售将反弹后，大流行的COVID-19，特别是随着游戏数量的射线追踪能力继续增加。NVDA价格行动
Nvidia shares were down 5.08% at $242.49 at the time of publication Friday.
上周五出版时，NVIDIA股价下跌5.08%，至242.49美元。
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译文内容由第三方软件翻译。