英伟达过去两个季度的股价几乎没动,但摩根士丹利的判断是:基本面反而在变强,市场只是被两件事卡住——增长能不能“熬过”2026,以及市场份额会不会被ASIC、AMD慢慢啃掉。大摩把英伟达重新抬回半导体板块的“首选”,维持增持评级与260美元目标价,并把当前估值视作少见的介入窗口。 据追风交易台,摩根士丹利北美半导体分析师Joseph Moore在最新报告中表示,英伟达以2027年盈利计仅约18倍...
Source Link英伟达过去两个季度的股价几乎没动,但摩根士丹利的判断是:基本面反而在变强,市场只是被两件事卡住——增长能不能“熬过”2026,以及市场份额会不会被ASIC、AMD慢慢啃掉。大摩把英伟达重新抬回半导体板块的“首选”,维持增持评级与260美元目标价,并把当前估值视作少见的介入窗口。 据追风交易台,摩根士丹利北美半导体分析师Joseph Moore在最新报告中表示,英伟达以2027年盈利计仅约18倍...
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