Morgan Stanley names NVIDIA as its top semiconductor stock, citing attractive valuation.

智通财经2026/10/02 12:11

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Morgan Stanley has once again named Nvidia as its top semiconductor stock, citing Nvidia's strong market position and attractive valuation. Currently, Nvidia's share price is trading at about 15 times Morgan Stanley's fiscal year 2028 earnings estimate, while market expectations for its earnings continue to rise. Morgan Stanley noted that the bottleneck in the artificial intelligence industry is shifting from chip supply to data center construction and financing; at the same time, Nvidia has a broad global customer base, allowing it to flexibly expand its business according to available power capacity.

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Tesla delivered 487,000 vehicles in the third quarter, exceeding Wall Street expectations by more than 20,000 units. According to data from the European Automobile Manufacturers Association, Tesla's new car registrations in the EU increased by approximately 53% year-on-year in August, with a cumulative increase of 66% in the first eight months of this year, as surging oil prices drive demand for electric vehicles in Europe. Following the announcement, Tesla shares rose 4.5% at the open.

华尔街见闻•2026/10/02 14:21