英伟达飙涨或未结束！美银：能再涨 24%，未来将主导计算市场
“英伟达最有能力使 3 万亿美元的 IT 行业提供人工智能服务。尽管竞争对手 AMD、英特尔纷纷叫板，但我们认为英伟达在性能、产品线、在位性、规模和开发者支持方面领先多年。”
According to CNBC, Bank of America stated that after hitting a new all-time high recently, NVIDIA (NVDA.US) still has greater upside potential as this chip manufacturer seems poised to dominate the computing market in the coming years. The bank reiterated its "buy" rating on the stock in a report on Wednesday, stating that NVIDIA led by Huang Renxun remains the top choice in the IT industry. Bank of America's strategists set a 12-month target price of $1500 per share for the stock, implying a potential increase of about 24% from the current price.
Analysts at Bank of America said, "NVIDIA is most capable of providing artificial intelligence services to the $3 trillion IT industry. Despite challenges from competitors (AMD (AMD.US), Intel (INTC.US), custom chips or ASIC), we believe NVIDIA has been leading in performance, product line, incumbency, scale, and developer support for many years."
Senior semiconductor analyst Vivek Arya from the bank added that he believes the stock will dominate the computer market in the next 10 years. Arya stated, "This is because the IT industry has gone through 'decades of infrastructure upgrade cycles,' and the market is witnessing the beginning of the next decade cycle." He mentioned this week, "We believe annual spending could be between $250 billion and $500 billion, and NVIDIA is leading this trend."
Since OpenAI released ChatGPT and sparked an artificial intelligence arms race, NVIDIA's stock has been unstoppable in the past 18 months. In terms of powering artificial intelligence models that attract consumers and Wall Street investors' attention, NVIDIA's chips are actually the only choice.
On Wednesday, the company's stock hit another record high, surpassing Apple (AAPL.US) in total market value to become the world's second-largest company by market capitalization. NVIDIA's stock will undergo a 1-for-10 split on Friday, which could serve as a catalyst for further gains as the lower per-share price helps attract more retail investors' attention.
There are few analysts bearish on NVIDIA, although some forecasters doubt whether the company can sustain its rapid growth. Some analysts have warned that the stock could eventually experience a significant decline due to declining demand in the GPU market and increased competition