Piper Sandler预警：若遇极端市场环境英伟达(NVDA.US)数据中心业务或损失近百亿美元

智通财经2025-05-06

智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约...

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精彩评论

白金的太阳_4685
2025-05-06
白金的太阳_4685
看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估
898ppo
2025-05-06
898ppo
英伟达不知道吗？多嘴！看来英伟达不跌，你心不甘！Piper Sandler恐怕是最大的空头方吧？“黔无驴🫏，有好事者船载以入”[捂脸]
一割
2025-05-06
一割
英伟达训练的机器人就是个极端，仅这一个项目就能让很多国家难以超越。英伟达产品不应该被阉割
Tony_P
2025-05-06
Tony_P
最坏情况下世界有可能毁灭这有什么意义？

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Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":432267665936928,"gmtCreate":1746546195839,"gmtModify":1746546745272,"author":{"id":"3480311691300822","authorId":"3480311691300822","name":"白金的太阳_4685","avatar":"https://static.tigerbbs.com/009912646b95acaf4483f7c07f69980a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3480311691300822","idStr":"3480311691300822"},"htmlText":"看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估","listText":"看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估","text":"看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432267665936928","repostId":2533526044,"repostType":2,"repost":{"id":"2533526044","kind":"news","pubTimestamp":1746514554,"share":"https://www.laohu8.com/m/news/2533526044?lang=zh_CN&edition=full","pubTime":"2025-05-06 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Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</p></body></html>","source":"stock_zhitongcaijing","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>Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","NVD3.UK":"LS 3X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","SNVD.UK":"LS -1X NVIDIA","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVDU":"2倍做多NVDA ETF-Direxion","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A 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NVIDIA"},"source_url":"http://www.zhitongcaijing.com/content/detail/1289504.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533526044","content_text":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDY":0.6,"NVDA":1,"NVDS":0.6,"SNVD.UK":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDX":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":432233157410936,"gmtCreate":1746538260439,"gmtModify":1746538262947,"author":{"id":"37264509041382","authorId":"37264509041382","name":"898ppo","avatar":"https://static.tigerbbs.com/cd41c748929fb4467fbeddbdc8a05757","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"37264509041382","idStr":"37264509041382"},"htmlText":"英伟达不知道吗？多嘴！看来英伟达不跌，你心不甘！Piper Sandler恐怕是最大的空头方吧？“黔无驴🫏，有好事者船载以入”[捂脸]&nbsp;&nbsp;","listText":"英伟达不知道吗？多嘴！看来英伟达不跌，你心不甘！Piper Sandler恐怕是最大的空头方吧？“黔无驴🫏，有好事者船载以入”[捂脸]&nbsp;&nbsp;","text":"英伟达不知道吗？多嘴！看来英伟达不跌，你心不甘！Piper Sandler恐怕是最大的空头方吧？“黔无驴🫏，有好事者船载以入”[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432233157410936","repostId":2533526044,"repostType":2,"repost":{"id":"2533526044","kind":"news","pubTimestamp":1746514554,"share":"https://www.laohu8.com/m/news/2533526044?lang=zh_CN&edition=full","pubTime":"2025-05-06 14:55","market":"us","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</p></body></html>","source":"stock_zhitongcaijing","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 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Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","NVD3.UK":"LS 3X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","SNVD.UK":"LS -1X NVIDIA","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVDU":"2倍做多NVDA ETF-Direxion","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) 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H2-SGD","LU0444971666.USD":"天利全球科技基金","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","NVDD":"1倍做空NVDA ETF-Direxion","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0072462426.USD":"贝莱德全球配置 A2","NVIW.SI":"NVDA 3xLongSG261006","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","NVDS.UK":"LS -1X NVIDIA"},"source_url":"http://www.zhitongcaijing.com/content/detail/1289504.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533526044","content_text":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDY":0.6,"NVDA":1,"NVDS":0.6,"SNVD.UK":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDX":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":432216240898784,"gmtCreate":1746533643205,"gmtModify":1746533645339,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"htmlText":"英伟达训练的机器人就是个极端，仅这一个项目就能让很多国家难以超越。英伟达产品不应该被阉割","listText":"英伟达训练的机器人就是个极端，仅这一个项目就能让很多国家难以超越。英伟达产品不应该被阉割","text":"英伟达训练的机器人就是个极端，仅这一个项目就能让很多国家难以超越。英伟达产品不应该被阉割","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432216240898784","repostId":2533526044,"repostType":2,"repost":{"id":"2533526044","kind":"news","pubTimestamp":1746514554,"share":"https://www.laohu8.com/m/news/2533526044?lang=zh_CN&edition=full","pubTime":"2025-05-06 14:55","market":"us","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</p></body></html>","source":"stock_zhitongcaijing","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>Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","NVD3.UK":"LS 3X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","SNVD.UK":"LS -1X NVIDIA","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVDU":"2倍做多NVDA ETF-Direxion","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A 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NVIDIA"},"source_url":"http://www.zhitongcaijing.com/content/detail/1289504.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533526044","content_text":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDY":0.6,"NVDA":1,"NVDS":0.6,"SNVD.UK":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDX":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":432167225295464,"gmtCreate":1746521921886,"gmtModify":1746521923591,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","vip":1,"hat":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3547115823390708","idStr":"3547115823390708"},"htmlText":"最坏情况下世界有可能毁灭 这有什么意义？","listText":"最坏情况下世界有可能毁灭 这有什么意义？","text":"最坏情况下世界有可能毁灭 这有什么意义？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432167225295464","repostId":2533526044,"repostType":2,"repost":{"id":"2533526044","kind":"news","pubTimestamp":1746514554,"share":"https://www.laohu8.com/m/news/2533526044?lang=zh_CN&edition=full","pubTime":"2025-05-06 14:55","market":"us","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</p></body></html>","source":"stock_zhitongcaijing","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 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Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","NVD3.UK":"LS 3X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","SNVD.UK":"LS -1X NVIDIA","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVDU":"2倍做多NVDA ETF-Direxion","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) 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Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDY":0.6,"NVDA":1,"NVDS":0.6,"SNVD.UK":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDX":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":4,"repostSize":4,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元

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Piper Sandler预警：若遇极端市场环境英伟达(NVDA.US)数据中心业务或损失近百亿美元