Ruisui strongly recommends Nvidia: Q2 financial report will become a major catalyst and can rise another 26%!
芊芊551
发表于 2024-8-12 10:51:44
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Although Nvidia's stock price has fallen nearly 18% in the past month, according to Mizuho Securities, the stock still has a lot of room for growth, and its upcoming performance report will become the main catalyst for artificial intelligence (AI) stocks.
In its latest report, the bank stated that investors should ignore the noise related to possible delays in Nvidia's next-generation Blackwell chips, and pointed out that the market demand for its GPU chips is still ongoing.
Mizuho stated that the production capacity of Nvidia's current generation H100 and H200 chips is still "tight", and any delay from Blackwell will not affect demand, only delaying the company's revenue by about two to three months.
Vijay Rakesh, Managing Director of Mizuho, said, "Demand remains unchanged. NVIDIA will continue to lead this trend
The bank raised Nvidia's target price from $127.50 to $132, which means the stock will rise about 26% from last Friday's closing price.
Rakesh said that perhaps the most important thing is Nvidia's ability to increase the price of next-generation chips, which should increase the average selling price of its GPU supporting artificial intelligence.
According to data from Mizuho, the price of Nvidia's Blackwell NVL72 GPU rack may exceed $3 million, while the price of its GB200 supercomputer may be between $50000 and $70000 each.
The bank stated that this is a huge leap compared to Nvidia's H100 chip (priced at approximately $40000) and H100/B100 GPU rack (priced at approximately $300000 to $400000).
Mizuho believes that these significant price increases should continue to be a driving force for Nvidia in 2025 and beyond. The bank has raised Nvidia's profit expectations for 2026 and 2027, when the company will release the next generation of "Rubin" based GPU chips.
Mizuho expects Nvidia's revenue to approach $200 billion by 2027, more than three times its $61 billion revenue in 2024.
We still believe that Nvidia is the winner in the field of artificial intelligence GPUs, with AMD in second place, "Rakesh said." We will closely monitor Nvidia's performance report released on August 28th, which we believe is the next major catalyst for AI related companies, "he added.
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声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
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