11/21/2024, 08:37 AM UTC
英伟达：三重奏不足以证明3.6万亿美元估值的合理性（评级下调）Nvidia: Triple Play Not Enough To Justify $3.6T Valuation (Rating Downgrade)
1. 英伟达第三财季预期收入为351亿美元，每股收益0.81美元，超出预期，主要得益于数据中心业务强劲表现。2. 对Hopper和Blackwell GPU的供应限制以及持续毛利率收缩的担忧仍然存在。3. 英伟达股价仍处于145美元的过高估值，五年预期复合年增长率约为3.4%，低于投资门槛率。1. NVIDIA surpassed Q3 FY2025 expectations with $35.1B in revenue and $0.81 EPS, driven by strong Data Center segment performance. 2. Concerns remain over supply constraints for Hopper and Blackwell GPUs, and ongoing gross margin contraction. 3. Nvidia's stock remains overvalued at $145 per share, with a 5-year expected CAGR of ~3.4%, falling short of the investment hurdle rate.
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