还能再涨23%！AI宠儿NVIDIA成大摩明年首选

快科技12-23 18:48

快科技12月23日消息，据报道，摩根士丹利（Morgan Stanley）最新报告指出，NVIDIA仍是其明年的“首选股”。大摩重申了对英伟达股票的“增持”评级，并给出了每股166美元的目标价，按照当前水平计算还能再涨约23%。大摩认为，NVIDIA最新Blackwell芯片系列将成为该公司2025年最强劲的“顺风”，盖过投资者任何挥之不去的担忧。分析师表示，尽管近期数据好坏参半，但他们对英伟达的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2493675611?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-23 18:48","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2493675611","market":"us","top_or_hot":-1,"title":"还能再涨23%！AI宠儿NVIDIA成大摩明年首选","media":"快科技","content":"<div>\n<p>快科技12月23日消息，据报道，摩根士丹利（Morgan Stanley）最新报告指出，NVIDIA仍是其明年的“首选股”。大摩重申了对英伟达股票的“增持”评级，并给出了每股166美元的目标价，按照当前水平计算还能再涨约23%。大摩认为，NVIDIA最新Blackwell芯片系列将成为该公司2025年最强劲的“顺风”，盖过投资者任何挥之不去的担忧。分析师表示，尽管近期数据好坏参半，但他们对英伟达的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223192456ab8ddf65&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>还能再涨23%！AI宠儿NVIDIA成大摩明年首选</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n还能再涨23%！AI宠儿NVIDIA成大摩明年首选\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-23 18:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223192456ab8ddf65&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技12月23日消息，据报道，摩根士丹利（Morgan Stanley）最新报告指出，NVIDIA仍是其明年的“首选股”。大摩重申了对英伟达股票的“增持”评级，并给出了每股166美元的目标价，按照当前水平计算还能再涨约23%。大摩认为，NVIDIA最新Blackwell芯片系列将成为该公司2025年最强劲的“顺风”，盖过投资者任何挥之不去的担忧。分析师表示，尽管近期数据好坏参半，但他们对英伟达的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223192456ab8ddf65&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2592432038.USD","symbol_name":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223192456ab8ddf65&s=b","article_id":"2493675611","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223192456ab8ddf65&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2493675611","pubTimestamp":1734950897,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"快科技12月23日消息，据报道，摩根士丹利 最新报告指出，NVIDIA仍是其明年的“首选股”。大摩重申了对英伟达股票的“增持”评级，并给出了每股166美元的目标价，按照当前水平计算还能再涨约23%。大摩认为，NVIDIA最新Blackwell芯片系列将成为该公司2025年最强劲的“顺风”，盖过投资者任何挥之不去的担忧。但他们相信到2025年，ASIC的最大用户实际上会转而购买GPU，预计GPU明年的表现将明显优于ASIC。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","NVD3.UK":"LS 3X NVIDIA","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","3NVD.UK":"LS 3X NVIDIA","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVIW.SI":"NVDA 3xLongSG261006","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4598":"佩洛西持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1923622614.USD":"Natixis Thematics Meta R/A USD","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVDA":"英伟达","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2063271972.USD":"富兰克林创新领域基金"},"translate_title":"It can rise by another 23%! AI darling NVIDIA becomes Morgan Stanley's first choice next year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"快科技12月23日消息，据报道，摩根士丹利（Morgan Stanley）最新报告指出，NVIDIA仍是其明年的“首选股”。大摩重申了对英伟达股票的“增持”评级，并给出了每股166美元的目标价，按照当前水平计算还能再涨约23%。大摩认为，NVIDIA最新Blackwell芯片系列将成为该公司2025年最强劲的“顺风”，盖过投资者任何挥之不去的担忧。分析师表示，尽管近期数据好坏参半，但他们对英伟达的兴趣依然浓厚，因为潜在动力非常强劲。他们认为，到2025年下半年，市场唯一的话题将是Blackwell芯片的实力。此外，新芯片的成功也可能消除投资者对英伟达近期至中期的一些担忧，包括Hopper生产放缓、Blackwell系列芯片的不同产品不会同时出货、竞争对手蚕食英伟达的价值以及芯片需求减少等问题。大摩特别强调，尽管英伟达的部分价值被转移到了其他芯片制造商身上，如博通等公司生产ASIC芯片（供专用集成电路的芯片技术）。但他们相信到2025年，ASIC的最大用户实际上会转而购买GPU，预计GPU明年的表现将明显优于ASIC。","kind":"news","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":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493675611"}