Analysts downgrade Nvidia's rating, but are optimistic about AMD and TSMC
芊芊551
发表于 2024-7-6 09:47:42
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On July 5th local time, Pierre Ferragu, an analyst at New Street Research, downgraded Nvidia's rating from buy to neutral. He believes that after rising 240% and 157% respectively last year and this year, Nvidia's stock price has fully reflected its valuation.
Ferragu wrote:& quot; Although Nvidia remains the strongest franchising company in the AI data center field, recent expectations and valuations suggest that views on the stock should be more cautious& amp;quot;
NVIDIA fell 1.91% on Friday, closing at $125.83. According to documents disclosed by the US Securities and Exchange Commission (SEC) on the same day, HUANG JEN HSUN, a director of NVIDIA, sold 240000 shares of common stock worth approximately $29.5816 million on July 2nd and 3rd at an average price of $123.2567 per share.
Although NVIDIA's stock rating has been downgraded, Ferragu is optimistic about the stock prices of two other AI beneficiary stocks, AMD and TSMC. He has a 12-month target price of $235 and $1200, respectively, which is 38% and approximately 19% higher than their current stock prices.
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声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
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