涨飞的英伟达还是滞涨的英特尔？高盛态度鲜明

华尔街见闻02-12

高盛认为，未来一年英伟达有超过10%的上涨空间，而英特尔则有10%的下跌空间。英伟达和英特尔，谁是芯片股的首选？高盛明星分析师Toshiya Hari毫不犹豫地选择了前者。本周， Hari将英伟达的目标价从625美元上调至800美元，意味着英伟达较周五收盘价还有11%的上升空间。作为全球AI算力之王，英伟达在过去3年里股价累计暴涨近400%，光是过去1年涨幅就超过了210%。进入2024年，英伟达...

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航天者Spark
02-12
航天者Spark
高盛反指，别墅靠海。

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Goldman Sachs has a clear attitude","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/db12303acd4c855f55b857e5bd19177c","symbols_score_info":{"INTC":1,"NVDA":1,"GS":1},"content_text":"高盛认为，未来一年英伟达有超过10%的上涨空间，而英特尔则有10%的下跌空间。英伟达和英特尔，谁是芯片股的首选？高盛明星分析师Toshiya Hari毫不犹豫地选择了前者。本周， Hari将英伟达的目标价从625美元上调至800美元，意味着英伟达较周五收盘价还有11%的上升空间。作为全球AI算力之王，英伟达在过去3年里股价累计暴涨近400%，光是过去1年涨幅就超过了210%。进入2024年，英伟达股价继续上涨，一个多月时间涨幅接近50%，市值达到1.78万亿美元，成为美股第五大上市公司。Hari指出，包括各国政府以及科技巨头们对AI基础设施建设的投资将进一步推动英伟达的营收，将2025-2026年全年盈利预期平均上调了22%Hari强调了英伟达数据中心部门的弹性，预计2025年英伟达数据中心收入同比增长14%。他说: “根据最近的谈话，大多数投资者似乎对 英伟达在2024年的盈利情况有很好的了解，他们更关注数据中心业务2025年的发展轨迹。”英伟达四季度财报定于春节后的2月21日盘后公布。华尔街预计，英伟达四季度营收将达到202.7 亿美元，非 GAAP 每股收益达到 4.53 美元，营收和净利润均双双实现连续增长。相比之下，Hari 对于英特尔的态度则更加谨慎和保守，维持了对英特尔的卖出评级。“虽然我们对（英特尔）管理层在过去 12-18 个月采取的各种战略行动感到鼓舞，并相信芯片法案资金的进一步明确可能会在短期内提振该股的情绪，但我们维持对英特尔的卖出评级，并继续等待数据中心计算市场份额稳定的迹象和/或外部代工战略的实质性进展。”高盛卖出评级的目标价为39美元，表明未来一年内英特尔还有10%的下跌空间。今年迄今，英特尔股价已经下跌超过9%，市值仅略高于1800亿美元。凭借其在个人电脑处理器市场的主导地位，英特尔常年跻身于芯片行业前十名，就在几年前还占据第一的位置。但在2022-2023年的人工智能浪潮中，英特尔并没能跟上同行脚步推出AI芯片，从而失去了市场先机，英特尔营收连续七个季度下滑，从“芯片之王”的宝座跌落。英特尔四季度营收和每股收益均高于预期，但备受关注的数据中心业务同比下滑10%，令华尔街大失所望，一季度业绩指引也远不及分析师预期。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":273248023310456,"gmtCreate":1707748800520,"gmtModify":1707748802330,"author":{"id":"3491499683313675","authorId":"3491499683313675","name":"航天者Spark","avatar":"https://static.tigerbbs.com/4bde2839422f80e1314cc86a5158e22f","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":1,"crmLevelSwitch":0},"htmlText":"高盛反指，别墅靠海。","listText":"高盛反指，别墅靠海。","text":"高盛反指，别墅靠海。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273248023310456","repostId":2410838715,"repostType":4,"repost":{"id":"2410838715","pubTimestamp":1707689754,"share":"https://www.laohu8.com/m/news/2410838715?lang=&edition=full","pubTime":"2024-02-12 06:15","market":"us","language":"zh","title":"涨飞的英伟达还是滞涨的英特尔？高盛态度鲜明","url":"https://stock-news.laohu8.com/highlight/detail?id=2410838715","media":"华尔街见闻","summary":"高盛认为，未来一年英伟达有超过10%的上涨空间，而英特尔则有10%的下跌空间。","content":"<html><head></head><body><blockquote><p>高盛认为，未来一年英伟达有超过10%的上涨空间，而英特尔则有10%的下跌空间。</p></blockquote><p style=\"text-align: justify;\">英伟达和英特尔，谁是芯片股的首选？</p><p style=\"text-align: justify;\">高盛明星分析师Toshiya Hari毫不犹豫地选择了前者。</p><p style=\"text-align: justify;\">本周， <strong>Hari将英伟达的目标价从625美元上调至800美元，意味着英伟达较周五收盘价还有11%的上升空间。</strong></p><p style=\"text-align: justify;\">作为全球AI算力之王，英伟达在过去3年里股价累计暴涨近400%，光是过去1年涨幅就超过了210%。进入2024年，英伟达股价继续上涨，一个多月时间涨幅接近50%，市值达到1.78万亿美元，成为美股第五大上市公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98d330f1396ecf8ba125cb986339070f\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Hari指出，包括各国政府以及科技巨头们对AI基础设施建设的投资将进一步推动英伟达的营收，将2025-2026年全年盈利预期平均上调了22%</p><p style=\"text-align: justify;\">Hari强调了英伟达数据中心部门的弹性，预计2025年英伟达数据中心收入同比增长14%。</p><p style=\"text-align: justify;\">他说: “根据最近的谈话，大多数投资者似乎对 英伟达在2024年的盈利情况有很好的了解，他们更关注数据中心业务2025年的发展轨迹。”</p><p style=\"text-align: justify;\">英伟达四季度财报定于春节后的2月21日盘后公布。华尔街预计，英伟达四季度营收将达到202.7 亿美元，非 GAAP 每股收益达到 4.53 美元，营收和净利润均双双实现连续增长。</p><p style=\"text-align: justify;\">相比之下，<strong>Hari 对于英特尔的态度则更加谨慎和保守，维持了对英特尔的卖出评级。</strong></p><p style=\"text-align: justify;\">“虽然我们对（英特尔）管理层在过去 12-18 个月采取的各种战略行动感到鼓舞，并相信芯片法案资金的进一步明确可能会在短期内提振该股的情绪，但我们维持对英特尔的卖出评级，并继续等待数据中心计算市场份额稳定的迹象和/或外部代工战略的实质性进展。”</p><p style=\"text-align: justify;\"><strong>高盛卖出评级的目标价为39美元，表明未来一年内英特尔还有10%的下跌空间</strong>。今年迄今，英特尔股价已经下跌超过9%，市值仅略高于1800亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c31e87d482d57f645f83f6d0d9d5d4a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">凭借其在个人电脑处理器市场的主导地位，英特尔常年跻身于芯片行业前十名，就在几年前还占据第一的位置。</p><p style=\"text-align: justify;\">但在2022-2023年的人工智能浪潮中，英特尔并没能跟上同行脚步推出AI芯片，从而失去了市场先机，<strong>英特尔营收连续七个季度下滑</strong>，从“芯片之王”的宝座跌落。</p><p style=\"text-align: justify;\">英特尔四季度营收和每股收益均高于预期，但备受关注的数据中心业务同比下滑10%，令华尔街大失所望，一季度业绩指引也远不及分析师预期。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>涨飞的英伟达还是滞涨的英特尔？高盛态度鲜明</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n涨飞的英伟达还是滞涨的英特尔？高盛态度鲜明\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-12 06:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708296><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛认为，未来一年英伟达有超过10%的上涨空间，而英特尔则有10%的下跌空间。英伟达和英特尔，谁是芯片股的首选？高盛明星分析师Toshiya Hari毫不犹豫地选择了前者。本周， Hari将英伟达的目标价从625美元上调至800美元，意味着英伟达较周五收盘价还有11%的上升空间。作为全球AI算力之王，英伟达在过去3年里股价累计暴涨近400%，光是过去1年涨幅就超过了210%。进入2024年，英伟达...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708296\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd23a532cb02c5a7f3453ec0d19b714b","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL 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EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4581":"高盛持仓","BK4504":"桥水持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","NVDA":"英伟达","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3708296","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410838715","content_text":"高盛认为，未来一年英伟达有超过10%的上涨空间，而英特尔则有10%的下跌空间。英伟达和英特尔，谁是芯片股的首选？高盛明星分析师Toshiya Hari毫不犹豫地选择了前者。本周， Hari将英伟达的目标价从625美元上调至800美元，意味着英伟达较周五收盘价还有11%的上升空间。作为全球AI算力之王，英伟达在过去3年里股价累计暴涨近400%，光是过去1年涨幅就超过了210%。进入2024年，英伟达股价继续上涨，一个多月时间涨幅接近50%，市值达到1.78万亿美元，成为美股第五大上市公司。Hari指出，包括各国政府以及科技巨头们对AI基础设施建设的投资将进一步推动英伟达的营收，将2025-2026年全年盈利预期平均上调了22%Hari强调了英伟达数据中心部门的弹性，预计2025年英伟达数据中心收入同比增长14%。他说: “根据最近的谈话，大多数投资者似乎对 英伟达在2024年的盈利情况有很好的了解，他们更关注数据中心业务2025年的发展轨迹。”英伟达四季度财报定于春节后的2月21日盘后公布。华尔街预计，英伟达四季度营收将达到202.7 亿美元，非 GAAP 每股收益达到 4.53 美元，营收和净利润均双双实现连续增长。相比之下，Hari 对于英特尔的态度则更加谨慎和保守，维持了对英特尔的卖出评级。“虽然我们对（英特尔）管理层在过去 12-18 个月采取的各种战略行动感到鼓舞，并相信芯片法案资金的进一步明确可能会在短期内提振该股的情绪，但我们维持对英特尔的卖出评级，并继续等待数据中心计算市场份额稳定的迹象和/或外部代工战略的实质性进展。”高盛卖出评级的目标价为39美元，表明未来一年内英特尔还有10%的下跌空间。今年迄今，英特尔股价已经下跌超过9%，市值仅略高于1800亿美元。凭借其在个人电脑处理器市场的主导地位，英特尔常年跻身于芯片行业前十名，就在几年前还占据第一的位置。但在2022-2023年的人工智能浪潮中，英特尔并没能跟上同行脚步推出AI芯片，从而失去了市场先机，英特尔营收连续七个季度下滑，从“芯片之王”的宝座跌落。英特尔四季度营收和每股收益均高于预期，但备受关注的数据中心业务同比下滑10%，令华尔街大失所望，一季度业绩指引也远不及分析师预期。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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