摩根士丹利上调英伟达目标价至220美元。分析师预计英伟达即将公布的第三季度财报将成为突破性的一个季度,有望打破市场对其增长见顶的认知。据追风交易台消息,大摩分析师Joseph Moore在11月14日的报告中表示,行业调研显示需求出现实质性加速,英伟达已完全解决了早期机架相关问题,而需求持续激增。目前增长瓶颈更多出现在英伟达供应端以及配套硬件(存储、服务器)和空间/电力方面,但这些都不应减缓明显的...
Source Link摩根士丹利上调英伟达目标价至220美元。分析师预计英伟达即将公布的第三季度财报将成为突破性的一个季度,有望打破市场对其增长见顶的认知。据追风交易台消息,大摩分析师Joseph Moore在11月14日的报告中表示,行业调研显示需求出现实质性加速,英伟达已完全解决了早期机架相关问题,而需求持续激增。目前增长瓶颈更多出现在英伟达供应端以及配套硬件(存储、服务器)和空间/电力方面,但这些都不应减缓明显的...
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