AI数据赛道怎么买?奥本海默：Nutanix和Pure Storage能上仓位，Rubrik遭“价高“劝退

智通财经11-18

智通财经APP获悉，奥本海默公司于周一启动对Nutanix(NTNX.US)、Pure Storage(PSTG.US)和Rubrik(RBRK.US)的评级覆盖。Nutanix奥本海默首次覆盖提供企业云平台的Nutanix，给予"跑赢大盘"评级，目标价90美元。该行分析师指出："我们的看涨观点主要基于以下三点核心判断：其一，随着企业IT架构加速向超融合基础设施(HCI)转型的行业趋势推进，...

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Oppenheimer: Nutanix and Pure Storage can take positions, Rubrik is persuaded to quit by \"high price\"","themeId":"9285305cb1e5d1fa49177d1cea542be6","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/99b4d78afbf51ed440bcd9830c49d55a","symbols_score_info":{"NTNX":2,"PSTG":2,"RBRK":1.5},"content_text":"智通财经APP获悉，奥本海默公司于周一启动对Nutanix(NTNX.US)、Pure Storage(PSTG.US)和Rubrik(RBRK.US)的评级覆盖。Nutanix奥本海默首次覆盖提供企业云平台的Nutanix，给予\"跑赢大盘\"评级，目标价90美元。该行分析师指出：\"我们的看涨观点主要基于以下三点核心判断：其一，随着企业IT架构加速向超融合基础设施(HCI)转型的行业趋势推进，Nutanix将直接从中受益。据资料显示，超融合基础设施是将传统“服务器+存储+网络”的三层架构进行软件定义化并整合的技术形态，而Nutanix作为该领域的先驱及主要玩家，在行业转型过程中占据着核心竞争地位。其二，随着VMware因持续涨价导致客户续约抵制情绪蔓延，Nutanix有望抓住时机实现市场份额的渐进替代;其三，公司具备利用非结构化数据需求激增来构建并交付AI应用的核心能力，这为其在人工智能时代的业务拓展提供了有力支撑。\"分析师指出，尽管近期美国联邦政府业务放缓、独立虚拟化业务拓展时间线比预期更长，但他们对该公司在虚拟化/AI推理领域的长期前景充满信心。\"此外，我们认为随着Nutanix持续超越行业'40法则'标准，其估值倍数有望获得重估。\"分析师称。据悉，\"40法则\"是指软件企业收入增长率与利润率之和应达到或超过40%的原则。Pure Storage奥本海默首次覆盖全闪存阵列(AFA)市场领导者Pure Storage，给予\"跑赢大盘\"评级，目标价120美元。分析师表示，其看涨观点基于Pure Storage将受益于AI应用非结构化数据创建与存储需求的增长;在拥有技术优势的全闪存阵列市场实现长期份额提升，能持续抢夺传统磁盘存储(HDD)和其他闪存厂商的份额;以及正在将客户群拓展至一级和二级超大规模数据中心。\"我们认为这些因素将推动新客户强劲增长、现有客户持续扩容以及营业利润率持续改善。\"分析师称。Rubrik奥本海默对Rubrik给予\"与市场持平\"评级，指出该公司估值已合理反映其增长前景。分析师认为Rubrik将受益于：数据重要性日益提升推动备份存储总潜在市场(TAM)扩大;数据安全漏洞和勒索软件攻击增加契合公司安全优先策略;以及行业向\"即服务\"平台转型。\"虽然我们认同市场共识关于Rubrik的产品差异化、市场机遇和强有力管理层的观点，但我们的中性看法源于网络韧性领域竞争加剧，以及我们认为按当前增长轨迹，其估值(约9.5倍EV/CY26E销售额)处于合理水平。\"分析师补充道。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584607328","isCrawlerRequest":true}