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NVIDIA Replaces Micron Technology as Morgan Stanley's New Top Chip Stock Pick
2 day ago /
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Author：小编
Morgan Stanley has redesignated NVIDIA as its top pick in the chip sector, replacing Micron Technology. Analyst Joseph Moore noted that while NVIDIA's business performance has improved, its stock price is unlikely to rise significantly in the near term. However, in the coming months, these concerns will transform into enthusiasm for 2027. In his report, he wrote that while sustainability is challenging to achieve, comprehensive verification indicates that hyperscale cloud service providers will increase spending over multiple years. He added that confidence in NVIDIA's prospects will strengthen.
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