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看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估

Piper Sandler预警：若遇极端市场环境英伟达(NVDA.US)数据中心业务或损失近百亿美元

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14:55","market":"hk","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDD":"Direxion Daily NVDA Bear 1X Shares","2NVD.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVDS.UK":"LS -1X NVIDIA","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) 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