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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

儘管近期波動較大,但NVIDIA分析師仍然看好數據中心的定位,以及博彩業的主導地位。
Benzinga Staff Writer ·  2020/04/03 14:57

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(納斯達克市場代碼:NVDA)在2月中旬發佈的第四季度財報中,將冠狀病毒對其利潤的影響量化為1億美元。

Since then, the viral outbreak has become a pandemic.

從那時起,病毒的爆發就成了一場大流行。

An analyst at Needham looked at what lies ahead for the chipmaker in an uncertain time. The Nvidia Analyst

李約瑟(Needham)的一位分析師觀察了這家芯片製造商在一個不確定時期的未來。NVIDIA分析師

Analyst Rajvindra Gill maintained an Outperform rating on Nvidia shares with a $270 price target. The Nvidia Thesis

分析師拉傑文德拉·吉爾(RajvindraGill)以270美元的目標價格維持了對NVIDIA股票的優異評級。NVIDIA論文

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在週五的一份報告中稱,NVIDIA在汽車終端市場的敞口約為6%,該芯片製造商將Xavier SoC出售給ADAS/AV驅動應用。(請看他的履歷。)

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.

結合這位分析師認為COVID-19疫情正在影響全球汽車生產的觀點,他將NVIDIA 2021財年的收入預期從125億美元下調至123.25億美元,並將每股收益預期從7.20美元下調至7.05美元。

The automotive segment is a long-term growth driver for the company, he said.

他説,汽車行業是該公司長期增長的動力。

The weakness stemming from the segment can be offset by strength in data center, both in training and inference, Gill said.

吉爾説,數據中心在訓練和推理方面的力量可以抵消這一環節造成的弱點。

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.

他説,由於轉向公共和私有云,整個2020年這一領域可能會保持強勁,因為全世界有相當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,由於對雲存儲的更高需求,我們預計在2020年剩下的時間裏,超級用户、企業和垂直用户將投入強勁的數據中心支出。“

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

李約瑟還預計,遊戲銷售將反彈後,大流行的COVID-19,特別是隨着遊戲數量的射線追蹤能力繼續增加。NVDA價格行動

Nvidia shares were down 5.08% at $242.49 at the time of publication Friday.

上週五出版時,NVIDIA股價下跌5.08%,至242.49美元。

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Nvidia Urges Gamers To Use Their Gaming PCs To Fight Coronavirus Latest Ratings for NVDA

NVIDIA敦促玩家使用他們的遊戲電腦對抗冠狀病毒,NVDA的最新評級

View More Analyst Ratings for NVDA

查看NVDA的更多分析師評等

View the Latest Analyst Ratings

查看最新的分析師評級

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