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← @artofspecuycky

$NVDA

BULLISH2026-10-03
Price around the call
↑ 2026-10-03
By horizonMaturing · ~6 trading days to go
1d
…
5d
✗ -5.7%
21d
…
Original post
Art of Speculation · 2026-10-03

摩根士丹利:重申 $NVDA 为半导体板块首选标的。随着 AI 基础设施瓶颈从芯片供应逐步转向土地、电力和数据中心容量,英伟达更高的算力密度和全栈优势将进一步受益。摩根士丹利预计其 FY28 营收约 6900 亿美元、EPS 15.01 美元,目标价 300 美元。

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