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大行评级丨花旗:对英伟达开启30日上行短期观察 目标价上调至220美元
Ge Long Hui· 2025-11-11 06:12
Core Viewpoint - Citigroup's report indicates that NVIDIA is expected to announce its earnings on November 19, with projected sales of $57 billion for the October quarter, surpassing market expectations of approximately $55 billion [1] - The firm has raised its earnings per share forecasts for NVIDIA for the fiscal years 2026 to 2028 by 2%, 7%, and 8% respectively, aligning with its revised global AI capital expenditure model [1] - Citigroup has increased its target price for NVIDIA from $210 to $220 and initiated a 30-day upward short-term observation, maintaining a "Buy" rating [1] Financial Projections - For the January quarter, NVIDIA's guidance is anticipated to be $62 billion, compared to market expectations of around $61 billion [1] - The total addressable market (TAM) for NVIDIA's data center semiconductors is projected to reach $654 billion by 2028, an increase from the previous estimate of $563 billion [1]