Guangda Securities: Maintains "Buy" rating on NVIDIA, performance expected to enter a new growth stage

智通財經
2024.09.03 09:02
光大證券發表報告指，英偉達第二財季營收和盈利均超市場預期。光大證券認為，CoWoS、HBM 新增產能釋放將驅動供給端持續改善，疊加 Blackwell 生產問題基本解決、將於第四財季生產出貨，預計需求強勁且高價值量的 Blackwell 平台能帶動英偉達業績在第四財季和下財年期間持續高速增長。上調英偉達本財年 GAAP 淨利潤預測至 679.6 億美元，同時新增 2026 至 2027 財年 GAAP 淨利潤預測 1072.3 和 1544.9 億美元，對應按年增速 128%、58% 及 44%。考慮到第四財季 Blackwell 預計加速出貨，英偉達業績有望進入新增長階段，維持 “買入” 評級。
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