大摩重将英伟达(NVDA.US)列为半导体首选股 行业瓶颈转向数据中心基建 SpaceX、亚马逊合作打开增长空间

智通财经
Oct 05
【大摩重将英伟达(NVDA.US)列为半导体首选股 行业瓶颈转向数据中心基建 SpaceX、亚马逊合作打开增长空间】智通财经 APP 获悉,摩根士丹利最新发布研究报告,重新将芯片巨头英伟达(NVDA.US)列为其半导体领域的首选股票,维持“增持”评级,目标价看至300美元。机构认为行业瓶颈正快速从半导体产能约束转向新建数据中心的建设速度与融资模式,而英伟达依托产品架构、全球客户生态、融资配套能力充分把握产业红利,同时看好 Muse 智能代理、新客户合作带来的增量,公司估值具备上行空间。大摩强调,当前英伟达对应2028财年盈利预测的市盈率仅为15倍,估值极具吸引力,即便市盈率不发生扩张,依靠业绩增长仍能带来坚实的投资回报。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10