'乘风破浪，买入英伟达' - 华尔街银行在发布收益报告后提高了英伟达的目标价

NVDA sure sounds confident on sustained growth — and it makes sense to us as waves of growth are starting to build with horizontal enterprise software companies starting to embed NVDA AI into their platforms to take out into the world and broaden the NVDA ecosystem. Net/net, we think it is still too early to get off this train - especially as NVDA becomes the de-facto global platform for what might be one of the most transformational technologies of our lifetime (AI)."

We are referring to the beat and raises here, driven by continued spend towards generative AI across verticals and industries. NVIDIA also appears to be opening up several complementary opportunities, such as what it sees as a multi-billion dollar opportunity for its Grace Hopper line-up, and its networking business, which has grown ~10x since the acquisition; seldom do we see an acquisition work out the way this one has in such short order."

NVDA, again, exceeded expectations with its 3Q results and 4Q outlook. 4Q guidance would have been higher if not for the expected drop-off in China revenue related to updated licensing requirements and export restrictions on certain high-performance products and systems. ... Commentary on inference, and longer-term opportunities in that arena, sound increasingly positive to us. Overall, many more positives than negatives, in our view."