8月25日 - ** 摩根士丹利首次对英伟达启动信用评级覆盖，给予“中性”评级，理由是通过复杂的生态系统结构安排的、与GPU/XPU相关的超过1万亿美元的指导性融资存在潜在压力
** 该券商表示，由于这些融资安排的透明度有限，难以评估英伟达支持承诺的规模、节奏和风险
** 摩根士丹利预计，该公司的全部信贷敞口可能在2028年底达到约2000亿美元，其中包括与人工智能基础设施融资相关的或有负债
** 该券商指出，尽管存在潜在风险敞口，但英伟达的资产负债表依然稳健，杠杆率较低且现金生成能力强劲
** NVDA 将于周三美股收盘后公布季度财报
** NVDA股价周一连续第七个交易日收跌，但年初至今仍上涨11.7%
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