2025年Nvidia股價或達巔峰？分析師警示！

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2025年可能成為Nvidia股票的巔峰年份：分析師

根據DA Davidson在周四發出的報告，2025年可能會成為Nvidia（NASDAQ: NVDA）股票的巔峰年份，因為該公司在長期前景方面仍然表現謹慎。

儘管Nvidia在過去一年表現強勁，但DA Davidson對其能否達到2026年的預期持懷疑態度，並稱其對該年的預測為「市場最低」。

DA Davidson於2024年1月開始對Nvidia進行覆蓋時給予中性評級，並指出了一些擔憂，使得該公司成為對Nvidia未來最謹慎的機構之一。

回顧今年，DA Davidson仍然保持中性立場，並將該股目標定在135美元，這代表著35倍的市盈率。

分析師指出：「我們對Nvidia能否達到2026年的共識預期仍然保持謹慎」，強調雖然Nvidia可能在2025年達到高峰，但該公司在持續增長方面面臨挑戰。

Nvidia的主要擔憂包括供應鏈中斷，特別是對中國的銷售限制以及Blackwell質量問題。

然而，DA Davidson指出，這些中斷可能「實際上延長了周期」，暗示供應問題可能在短期內保持強勁需求。

儘管Nvidia目前表現良好，DA Davidson仍然保持謹慎，預計2026年將會放緩。

該公司表示：「在短期內，我們預計投資者將專注於供應方面的中斷，特別是對中國的銷售限制以及Blackwell質量問題」，並補充說「長期驅動因素將仍然是需求」。

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這篇報告強調了Nvidia未來可能面臨的挑戰，尤其是在全球供應鏈不穩定的情況下。雖然短期內公司可能會因為需求強勁而受益，但長期增長的可持續性卻值得懷疑。這使得投資者需要謹慎考慮進一步的投資策略，尤其是在科技股普遍面臨波動的環境中。Nvidia在AI和高性能計算領域的領導地位無疑是其股價上升的主要驅動力，但如何在市場環境變化中保持競爭優勢，將是未來關鍵的考驗。

以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂

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