花旗:下调英伟达目标价至163美元 投资者焦点转移至盈利和GTC大会

格隆汇
06 Feb

花旗发表报告指出,英伟达将于2月26日收市后披露1月止季度业绩。该行预测其1月及4月止季度业绩符合市场预期,销售额各达380亿及425亿美元,且GB200/300产品组合可能出现一些变化。该行认为,英伟达的股价已接近估值支持水平,并仍然看好其前景。从基本面看,英伟达受产品组合影响导致毛利率下降,其股价自去年6月以来一直处于区间波动。该行预计公司的毛利率将在4月止季度触底。此外,该行将英伟达2025...

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