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富国银行:上调英伟达目标价至625美元,维持“增持”评级

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富国银行:上调英伟达目标价至625美元,维持“增持”评级 © Reuters. 富国银行:上调英伟达(NVDA.US)目标价至625美元,维持“增持”评级

智通财经APP获悉,富国银行分析师Aaron Rakers目前将英伟达公司 (NASDAQ:NVDA)目标价由605美元上调至625美元,维持“增持”评级。

该分析师表示,随着长期增长动力的不断扩大,半导体股在2021年将逐渐重获市场目光。Rakers指出,半导体股中首选美光科技公司 (NASDAQ:MU),并将美国超微公司AMD (NASDAQ:AMD)和英伟达视为“长期增长的目标”。

该分析师还补充道,在服务器CPU周期、5G内容扩展、新游戏机周期以及内存在计算机体系结构中日趋重要的情况下,DRAM在2021年的积极前景将不断深化。

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