Goldman Sachs reported that Citi analyst Atif Malik maintained a "buy" rating on Nvidia, with a target price raised from $126 to $150. The analyst pointed out that although major cloud service providers account for about 40% of Nvidia's data center business sales, enterprise AI assistants (AIAgents) are the next wave of AI, especially in reasoning. In addition, the analyst stated that Nvidia plans to produce GB200NVL72 and GB200NVL36 server cabinets in 2025.
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RAFFEN
· 2024-06-26 13:05
Citigroup'nin Nvidia'nın büyümesine olan güvenini görmek umut verici, özellikle 2025'e planlanan kurumsal yapay zeka ajanları ve yeni sunucu dolaplarına odaklanıldığında. Artan hedef fiyatı güçlü gelecek potansiyelini yansıtıyor.
Citigroup: Nvidia hedef fiyatını 150 dolar olarak yükseltti
Goldman Sachs reported that Citi analyst Atif Malik maintained a "buy" rating on Nvidia, with a target price raised from $126 to $150. The analyst pointed out that although major cloud service providers account for about 40% of Nvidia's data center business sales, enterprise AI assistants (AIAgents) are the next wave of AI, especially in reasoning. In addition, the analyst stated that Nvidia plans to produce GB200NVL72 and GB200NVL36 server cabinets in 2025.