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"title": "辉达财测惊艳 分析师看好市值冲到13兆美元",
"shortTitle": "辉达财测惊艳 分析师看好市值冲到13兆美元",
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"description": "Raymond James分析师Simon Leopold周四(27日)在一份报告中,将辉达(Nvidia)(NVDA-US)目标价从352美元上调至550美元,意味着辉达股价较目前水准约有130%的上涨空间。",
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"content": "<p>《Yahoo Finance》报导,Raymond James分析师Simon Leopold周四(27日)在一份报告中,将辉达(Nvidia)(NVDA-US)目标价从352美元上调至550美元,意味着辉达股价较目前水准约有130%的上涨空间。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6589914/l/42e3ce805387d62bd84e7ed26700972a.jpg\" alt=\"辉达财测惊艳 分析师看好市值冲到13兆美元\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>而且这将意味着辉达市值可能达到13兆美元。目前这家晶片制造商的市值约为5.2兆美元。</p>\n\n<p>Leopold表示,「尽管短期业绩表现非常出色,营收较去年同期翻倍,但投资人真正会为之喝采的,将是2028会计年度70%的成长展望。架构演进(LPU:NVL机架以1:1配置,以及AI代理CPU Vera机架)将加速成长。资本报酬依然强劲,2027会计年度第二季创纪录的回馈260亿美元给股东,其中包括200亿美元股票回购,以及每股0.25美元、总计60亿美元的季度股利。」</p>\n\n<p>根据Yahoo Finance AlphaSpace资料,辉达平均目标价为306美元。</p>\n\n<p>辉达公布财报及乐观财测后,股价一度上涨9%。辉达股价周四大涨8.7%,收于每股227.98美元。</p>\n\n<p>事实上,辉达的季业绩与展望确实值得市场做出强劲反应。</p>\n\n<p>辉达第二季调整后每股获利为2.22美元,营收达962亿美元,均优于华尔街预期的每股2.09美元及923亿美元营收。</p>\n\n<p>辉达的资料中心营收达890亿美元,该业务包括超大规模云端服务商(hyperscaler),以及AI云端、工业与企业(ACIE)业务,高于市场预估的858亿美元。</p>\n\n<p>边缘运算(Edge Computing)业务则包含实体AI、游戏等辉达其他业务,第二季营收达72亿美元,高于分析师预期的66亿美元。</p>\n\n<p>辉达预估第三季营收将介于1,058亿至1,101亿美元之间。华尔街原本预期为1,051亿美元。</p>\n\n<p>Stifel分析师Roy表示,这将是辉达首次季营收突破1,000亿美元。</p>\n\n<p>辉达周三晚间公布第二季财报后表示,公司预期2028会计年度营收将成长70%,高于分析师预测的45%。辉达执行长黄仁勋表示,如果不是受到记忆体晶片短缺影响,营收成长幅度还会更高。</p>\n\n<p>Leopold补充,「Rubin与LPU的量产进度都比我们模型预期更快。Vera Rubin本月已开始量产出货。每一家超大规模云端服务商、AI云端业者及系统OEM厂商都已下采购订单,使其成为辉达有史以来量产速度最快的产品。Groq 3 LPX已全面生产,本季稍晚将开始量产出货,而新型云端服务商Nebius将成为首个采用者。预计Vera Rubin晶片本身在2027会计年度第三季的营收,将占资料中心营收约20%。」</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-3822.html\" title=\"Fed古尔斯比:服务通膨露曙光 但核心通膨仍过高且方向恶化\">Fed古尔斯比:服务通膨露曙光 但核心通膨仍过高且方向恶化</a></li>\n <li><a href=\"/new/mg/article-3966.html\" title=\"华许誓言点燃升息押注!美元有望创一年最佳单月表现 机构估年底前仍有5%升值空间\">华许誓言点燃升息押注!美元有望创一年最佳单月表现 机构估年底前仍有5%升值空间</a></li>\n <li><a href=\"/new/mg/article-12779.html\" title=\"Fed升息可以再等等?柯林斯开出一项关键条件\">Fed升息可以再等等?柯林斯开出一项关键条件</a></li>\n <li><a href=\"/new/mg/article-1846.html\" title=\"Naver携手辉达打造AI资料中心!采用Nemotron 3 Ultra助攻南韩主权AI战略\">Naver携手辉达打造AI资料中心!采用Nemotron 3 Ultra助攻南韩主权AI战略</a></li>\n <li><a href=\"/new/mg/article-7712.html\" title=\"AI商机遭低估?大摩喊软体股跌过头 点名8大赢家:现在正是布局时机\">AI商机遭低估?大摩喊软体股跌过头 点名8大赢家:现在正是布局时机</a></li>\n <li><a href=\"/new/mg/article-12945.html\" title=\"美债已替Fed升息?投资人等华许在杰克森霍尔说清楚\">美债已替Fed升息?投资人等华许在杰克森霍尔说清楚</a></li>\n </ul>\n</div>",
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