华尔街多空激辩！英伟达(NVDA.US)高位回调，模型大胆预测股价或反弹400%

智通财经04-10

近几个月，华尔街围绕英伟达(NVDA.US)的估值与前景争论不休。凭借在AI芯片领域难以撼动的核心竞争优势，英伟达股票在三年内暴涨1180%后，一度较高点回落36%，目前回到了一年前水平。不少投资者认为本轮抛售缺乏基本面支撑，叠加公司最新发布的业绩预测，英伟达股价反弹只是时间问题。一项备受推崇的金融模型预测，英伟达的股价应该高于900美元。智通财经APP了解到，华尔街的分析师们会综合运用包含大量...

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href=http://www.zhitongcaijing.com/content/detail/1426918.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近几个月，华尔街围绕英伟达(NVDA.US)的估值与前景争论不休。凭借在AI芯片领域难以撼动的核心竞争优势，英伟达股票在三年内暴涨1180%后，一度较高点回落36%，目前回到了一年前水平。不少投资者认为本轮抛售缺乏基本面支撑，叠加公司最新发布的业绩预测，英伟达股价反弹只是时间问题。一项备受推崇的金融模型预测，英伟达的股价应该高于900美元。智通财经APP了解到，华尔街的分析师们会综合运用包含大量...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1426918.html\">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":"LU0127658192.USD","symbol_name":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) 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Nvidia (NVDA.US) Pulls Back from High, Models Bold to Predict a 400% Rally in Stock Price","themeId":"b4d1fd63d45d4602ca5ab1a65502ba14","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bc2706fa5b1cea6a7064b6a3792c3953","symbols_score_info":{"NVDQ":0.6,"NVDO":0.6,"NVDW":0.6,"AAPL":0.6,"NVDA":1.97,"ANV":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDG":0.6,"NVDL":0.6,"NVDB":0.6,"AMZN":0.6,"NVDD":0.6,"TSLA":0.6,"META":0.6,"MSFT":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVD2.UK":0.6,"GOOG":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDU":0.6,"3NVD.UK":0.6,"NVDS":0.6},"content_text":"近几个月，华尔街围绕英伟达(NVDA.US)的估值与前景争论不休。凭借在AI芯片领域难以撼动的核心竞争优势，英伟达股票在三年内暴涨1180%后，一度较高点回落36%，目前回到了一年前水平。不少投资者认为本轮抛售缺乏基本面支撑，叠加公司最新发布的业绩预测，英伟达股价反弹只是时间问题。一项备受推崇的金融模型预测，英伟达的股价应该高于900美元。智通财经APP了解到，华尔街的分析师们会综合运用包含大量历史数据、销售和盈利预期以及各种财务比率的电子表格来预测股价的走向。他们会根据最新数据调整财务模型，以预测股价“应该”达到多少。由于不同分析师和不同投资银行使用的公式各不相同，因此会出现不同的建议和目标价。瑞银分析师采取了不同的方法。该公司的HOLT平台是业内最受推崇的量化投资模型之一。瑞银网站称：“HOLT的专有方法通过将损益表和资产负债表信息转化为现金流投资回报率(CFROI)来修正公司财务报表中的主观性，CFROI这一指标更能反映公司的基本财务状况。”这种方法侧重于“公司创造财富的历史能力，并评估市场是否对其价值创造前景进行了合理的定价”。而该财务模型对英伟达的预测令人震惊。“我们认为股价应该上涨400%。”HOLT美国科技研究主管John Talbott表示。如果他的计算正确，英伟达的市值将超过22万亿美元，而截至发稿时，其市值为4.46万亿美元。Talbott表示：“这对投资者来说是个难以接受的数字。这就是我所遇到的最大阻力。”瑞银认为，许多会计指标会扭曲公司的真实价值。CFROI则剔除了这些干扰因素，专注于一个关键点：企业相对于其投资所获得的现金流。通过剔除诸如股权激励等会扭曲数据的因素，投资者可以更清晰地了解股票的实际价值。非金融公司的平均CFROI为6%，而英伟达的CFROI高达73%，在HOLT数据库中的2万家公司中位列前0.1%。Talbot 表示：“在我们的系统中从未见过这样的情况——简直不可思议。”这并非分析师首次预测英伟达的市值将超过20万亿美元。甚至有分析师预测其市值将达到50万亿美元，尽管他也承认这种可能性相对较低。The Motley Fool分析师Danny Vena认为，即便这些预测很高，但方向很可能是正确的。Vena表示：“当前市场的悲观情绪已经过度了。英伟达股价仅为明年预期销售额的22倍，值得买入。”","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":0,"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/2626150744","isCrawlerRequest":true}