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Morgan Stanley Names NVIDIA as Its Top Semiconductor Stock Pick
1 day ago /
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Author：小编
On October 2, Morgan Stanley reaffirmed NVIDIA as its top semiconductor stock pick, citing its strong market position and attractive valuation. Currently, NVIDIA's stock trades at approximately 15 times Morgan Stanley's earnings forecast for fiscal 2028, with market earnings expectations continuing to rise. Morgan Stanley noted that bottlenecks in the AI industry are shifting from chip supply to data center construction and financing, and NVIDIA, with its broad global customer base, can flexibly expand its business based on power capacity.
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