5大分析师AI动向：Nvidia股票"可能在2026年下半年跑赢大盘"

美股IPO02-23

花旗称应在下半年表现强劲前买入Nvidia股票花旗敦促投资者在Nvidia (NASDAQ:NVDA)股价预期将在2026年下半年跑赢大盘之前增持该股,理由是强劲的产品势头以及2027年需求能见度的改善。分析师Atif Malik在一份预览报告中表示,该公司预计Nvidia将公布1月季度营收为$670亿,"高于市场预期的$656亿",并将4月季度销售指引定为$730亿,而市场共识为$716亿。这一...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223000936a71372cd&s=b><strong>美股IPO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗称应在下半年表现强劲前买入Nvidia股票花旗敦促投资者在Nvidia (NASDAQ:NVDA)股价预期将在2026年下半年跑赢大盘之前增持该股,理由是强劲的产品势头以及2027年需求能见度的改善。分析师Atif Malik在一份预览报告中表示,该公司预计Nvidia将公布1月季度营收为$670亿,\"高于市场预期的$656亿\",并将4月季度销售指引定为$730亿,而市场共识为$716亿。这一...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223000936a71372cd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1868836757.USD","symbol_name":"CT (LUX) I AMERICAN FUND \"2\" (USD) 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Malik在一份预览报告中表示,该公司预计Nvidia将公布1月季度营收为$670亿,\"高于市场预期的$656亿\",并将4月季度销售指引定为$730亿,而市场共识为$716亿。这一看涨观点部分源于该公司的产品周期。Malik预计B300和Rubin平台的持续推进将推动2026年下半年销售环比加速增长34%,而上半年为27%。他指出,\"大多数投资者的关注点已超越财报本身\",转向Nvidia将于3月中旬举行的年度GTC大会,预计该公司届时将详细介绍使用Groq低延迟SRAM IP的推理路线图,并提供\"2026/27年AI销售的早期展望\"。在盈利能力方面,该分析师预测2027财年毛利率约为75%,并假设运营费用增长在30%以上,与2026财年趋势大致一致。针对超大规模云服务商资本支出过高的担忧,该分析师表示,随着AI基础设施需求继续推动云收入增长,这些投资\"将带来长期回报\"。他还承认推理领域竞争加剧,但预计Nvidia将\"继续在训练和推理聚焦的推理工作负载方面保持领先地位\"。花旗维持买入评级和$270的目标价,总结称该股\"看起来很有吸引力,随着需求能见度延伸至2027年,该股可能在2026年下半年跑赢大盘\"。摩根士丹利将亚马逊视为被低估的GenAI赢家摩根士丹利将亚马逊(NASDAQ:AMZN)列为首选股,认为AWS和零售业务仍是GenAI浪潮中被低估的受益者,使该公司有能力推动并把握AI主导的下一阶段颠覆。尽管投资者继续就大量AI资本支出的回报展开辩论,分析师Brian Nowak表示他在\"这种不确定性中\"仍保持看涨,并强调了两个可能有助于重新评估股价的催化剂。第一个催化剂集中在AWS增长的持久性上。Nowak表示需求趋势依然强劲,积压订单水平支持\"相当长一段时间内\"30%以上的增长。然而,他指出加速步伐目前受到数据中心产能上线的制约。他使用\"资本支出收益率分析\"来评估AI回报,该指标衡量增量收入相对于上一年资本支出的比率。在他的基本情景中,隐含收益率比长期平均水平低约50%,这表明如果数据中心开业开始赶上投资步伐,AWS收入存在潜在上行空间。Nowak估计,收益率每提高5%将为AWS增长增加约130个基点,若达到约$0.45的水平,可能将AWS同比增长推至30%以上。\"随着AWS开设更多数据中心,这一’收益率’应该会改善,AWS应该会继续加速增长,\"他写道。第二个催化剂是代理商务。据Nowak称,亚马逊不断扩大的最后一英里库存、不断增长的基础设施和持续的技术投资使该公司能够在垂直和水平代理购物领域占据领先地位。他指出,该公司的平台专属代理Rufus已为2025年第四季度商品交易总额(GMV)增长贡献了约140个基点。亚马逊还承认需要\"共同找出更好的客户体验\"与水平AI代理,并表示\"我们继续进行多次对话\",这表明未来可能会有合作伙伴关系。\"我们期待AMZN水平代理合作伙伴关系的出现,这将使投资者对AMZN的长期定位更有信心,\"Nowak写道。Evercore在业绩公布前将戴尔科技加入战术性跑赢大盘名单Evercore在下周1月季度业绩公布前将戴尔科技(NYSE:DELL)加入其战术性跑赢大盘名单,称这家硬件制造商有望超越当前的营收和盈利预期。该券商预计戴尔科技将超越市场共识的$314亿营收和$3.52每股收益预期,得益于\"传统硬件(PC/服务器)和AI计算的强劲近期需求趋势\"。Evercore还将内存价格动态标记为近期利好因素。随着对内存成本上涨的担忧加剧,该机构认为戴尔科技\"受益于PC和传统服务器的需求提前,因为客户希望在平均售价(ASP)上涨之前提前采购\"。在基础设施解决方案集团内,AI服务器需求仍是核心故事。戴尔科技在第三财季末的AI订单为123亿,积压订单为184亿,此前指引2026财年AI服务器收入为$250亿。Evercore表示,这一展望意味着1月季度AI收入将跃升至超过$90亿。在客户端方面,IDC早期数据显示戴尔科技在第四季度获得了约100个基点的市场份额,这是三年多来首次获得份额增长。尽管如此,Evercore预计会出现一些近期利润率压力。市场共识目前指向毛利率环比下降约90个基点至20.2%,同比下降410个基点,部分反映了早期内存压力。然而,该公司指出,\"戴尔科技已经转向更动态的定价行动和更短的报价窗口,以更好地保护未来的利润率\"。展望更远的未来,Evercore预计管理层将概述进入2027财年至少实现高个位数营收增长和10%至15%每股收益增长的路径,得益于毛利润金额扩张、运营杠杆和股份回购的支持。特别是在AI服务器方面,该券商预测\"随着Rubin的推进将出现大幅跃升\",可能支持$350亿至$400亿的收入,同时保持稳定的中个位数利润率。Evercore维持对该股的跑赢大盘评级,同时将目标价下调至$160。Needham基于需求趋势改善上调亚德诺评级Needham & Company周四将亚德诺(NASDAQ:ADI)从持有上调至买入,理由是运营趋势增强、近期业绩稳健以及关键终端市场需求改善,预计这将继续支撑盈利和股价。分析师N. Quinn Bolton表示,在第一财季业绩超出预期且指引\"明显高于预期\"之后,该公司\"不能再继续观望\"。尽管该股近期表现强劲,但仍进行了此次上调。自亚德诺2025财年第四季度报告以来,股价已上涨超过40%,而标普500指数涨幅为2.6%,但Needham认为仍有进一步上涨空间。该券商设定了$400的目标价,基于其2027年盈利预期的30倍市盈率。Bolton表示客户动态似乎正在改善,指出\"客户似乎已经度过了消化阶段\",订单模式现在与基本消费更加一致。他还指出该公司核心工业部门的复苏潜力。不包括自动化测试设备以及航空航天和国防,该业务仍\"比之前的峰值低20%\",这表明随着订单增强,存在显著的改善空间。该分析师进一步强调库存动态可能成为利好因素,认为\"补库周期仍在公司面前\"。他补充说,改善的定价和对数据中心及AI应用的日益增长的敞口——目前约占销售额的20%——应该会继续支持增长前景。Truist基于AI驱动的回调机会将Shopify上调至买入在本周的另一次上调中,Truist Securities周二将Shopify(NASDAQ:SHOP)从持有上调至买入,并将目标价从$110上调至$150,认为近期与AI担忧相关的软件抛售为长期投资者创造了有吸引力的入场点。\"与AI恐慌相关的软件估值大幅下跌为Shopify的长期投资者创造了有吸引力的买入机会,\"分析师Terry Tillman在一份报告中表示。他补充说,\"Shopify是少数几家最近显示出强劲加速增长的软件公司之一\",并认为多个长期驱动因素——包括国际扩张、支付、企业客户吸引力、B2B以及\"现在的代理商务可以维持软件和代理AI领域规模化的最佳盈利增长概况之一\"。针对投资者对AI颠覆和所谓\"氛围编码\"的担忧,Tillman表示风险似乎被夸大了。氛围编码是指使用AI驱动的、基于提示的无代码工具,以有限的传统编程快速构建应用程序。相反,该分析师强调了Shopify的规模、安全性和性能优势。他强调了该平台管理峰值需求的能力,包括黑色星期五每分钟$510万的销售额以及网络周期间14.8万亿次数据库查询。Tillman表示,他\"不认为Shopify会受到通过提示工程/无代码AI初创公司的氛围编码的影响,也不会在可预见的未来影响其增长算法\"。支付仍是看涨理由的另一个关键支柱。Tillman指出Shopify\"市场领先\"的结账体验及其在金融科技能力方面的长期投资。第四季度总支付量达到$840亿,渗透率扩大至商品交易总额的68%。Shop Pay现在处理超过一半的美国总支付量,而Shopify Payments已在20多个国家/地区可用。展望未来,Tillman概述了该公司为代理商务兴起做好充分准备的五个理由,包括其全球商户网络、深度商务数据、记录系统角色、协议开发工作(如通用商务协议)以及其作为品牌可信操作系统的地位。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2613275510","isCrawlerRequest":true}