跟黄仁勋面谈后，Morgan Stanley更加坚定看涨NVDA

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摩根士丹利Morgan Stanley表示，英伟达（NVDA）依然处于人工智能创新的前沿，并有新的机会扩大市场份额。分析师Joseph Moore重申了对这家芯片制造商的“增持”评级，并表示与英伟达CEO及其他管理层的会晤进一步增强了摩根士丹利对其是半导体行业的首选股的观点。摩根士丹利本周为英伟达举办了为期三天的非交易路演。“从长期来看，我们依然非常看好英伟达，但也承认由于股价大涨，短期内的上涨...

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Stanley表示，英伟达依然处于人工智能创新的前沿，并有新的机会扩大市场份额。Moore解释道，这些任务将需要“更为丰富的硬件配置”，为英伟达提供了新的增长途径。“NVIDIA即将推出的机架级产品将是这些挑战的最佳解决方案，”Moore说。Moore还对Blackwell系统的推出进展充满信心，订单已经排到了大约12个月后，这也推动了英伟达Hopper GPU架构的强劲短期需求。一些分析师，如Fairlead Strategies的Katie Stockton，也希望看到英伟达突破140美元的盘中高点后再增加新的投资敞口。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"L":"洛斯公司","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4527":"明星科技股","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4579":"人工智能","BK4588":"碎股","BK4141":"半导体产品","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","MSPQL":"Morgan Stanley","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) 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NVDA","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"MSPQV":1,"MSPQL":1,"MS":1,"L":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"摩根士丹利Morgan Stanley表示，英伟达（NVDA）依然处于人工智能创新的前沿，并有新的机会扩大市场份额。分析师Joseph Moore重申了对这家芯片制造商的“增持”评级，并表示与英伟达CEO及其他管理层的会晤进一步增强了摩根士丹利对其是半导体行业的首选股的观点。摩根士丹利本周为英伟达举办了为期三天的非交易路演。“从长期来看，我们依然非常看好英伟达，但也承认由于股价大涨，短期内的上涨空间可能会对收益预期提出更高的要求，”Moore在周四的客户报告中说道。他的目标价为150美元，意味着该股还有约13.1%的潜在上涨空间。英伟达今年已经飙升了近167%。“这依然是一个特殊的局面，AI是科技领域中最重要的趋势，而英伟达无疑是这些投资中受益最大的公司，”他表示。这位分析师指出，对英伟达的长期增长前景依然充满信心。管理层强调了在生成式AI推理方面的机会，尤其是涉及“长时间思考”（需要大量计算的推理交互）领域，这对算力的需求呈指数级增长。Moore解释道，这些任务将需要“更为丰富的硬件配置”，为英伟达提供了新的增长途径。“NVIDIA即将推出的机架级产品将是这些挑战的最佳解决方案，”Moore说。“从长远来看，深度思考将使全球所有公司能够雇佣大量‘数字AI员工’，这些员工可以执行复杂任务。”Moore指出，英伟达的Blackwell系统NVL36/72是解决这些挑战的最佳方案，因为他认为这些系统为AI市场提供了更强大的处理器，尤其是GB200系统可能是最重要的创新，因为它们采用了“全机架”方法。在这种方法下，英伟达允许36个或72个GPU机架同时与其他图形处理单元（GPU）通信，增强了将整个机架作为一个庞大系统进行处理的能力。“我们继续认为，英伟达很可能在2025年实际获得AI处理器市场的份额，因为明年将看到使用英伟达解决方案的定制硅片最大用户将急剧增长，”Moore说道。Moore还对Blackwell系统的推出进展充满信心，订单已经排到了大约12个月后，这也推动了英伟达Hopper GPU架构的强劲短期需求。“从短期来看，Blackwell的推广非常强劲，路线图没有重大变化，所有迹象都表明业务保持强劲，且前景非常明朗，”Moore说道。尽管摩根士丹利加倍看好英伟达，但也有人对该公司近期的增长前景持怀疑态度。花旗分析师Atif Malik维持了对这家AI龙头的“买入”评级，但他预计英伟达的利润率将在明年初触底，因为其Blackwell平台需要时间才能完全提升。他说，该股可能会保持区间波动。一些分析师，如Fairlead Strategies的Katie Stockton，也希望看到英伟达突破140美元的盘中高点后再增加新的投资敞口。该股周三收盘略微下跌至132.65美元，略低于6月创下的135.58美元的收盘高点。\n\n\r\n            责任编辑：钟离","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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