在近日发表的报告中,摩根士丹利对本周即将公布财报的半导体股做出了最新的前瞻。此外,杰克逊霍尔之后,他们更新了相关软件股的估值图:摩根士丹利在前瞻中点评英伟达的业绩称:今年以来,我们始终对英伟达的盈利前景保持显著乐观态度,而市场情绪则因一系列担忧因素显得更为谨慎——这些担忧包括DeepSeek的影响、Blackwell产品延期、服务器机架部署挑战、部分客户数据中心建设进度放缓以及宏观环境忧虑。通过...
Source Link在近日发表的报告中,摩根士丹利对本周即将公布财报的半导体股做出了最新的前瞻。此外,杰克逊霍尔之后,他们更新了相关软件股的估值图:摩根士丹利在前瞻中点评英伟达的业绩称:今年以来,我们始终对英伟达的盈利前景保持显著乐观态度,而市场情绪则因一系列担忧因素显得更为谨慎——这些担忧包括DeepSeek的影响、Blackwell产品延期、服务器机架部署挑战、部分客户数据中心建设进度放缓以及宏观环境忧虑。通过...
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