Morgan Stanley names Nvidia as its top pick in the semiconductor sector, replacing Micron Technology

华尔街见闻2026/03/02 06:54

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Previously, the stock price of storage chip manufacturer Micron experienced a significant surge. "A common view in the market is that the pricing of storage chip stocks reflects a longer and more sustained cycle compared to processor chips," analysts including Joseph Moore wrote in a report, "but we do not fully agree with this perspective." Concerns about the sustainability of Nvidia's growth in the market are expected to be replaced by optimism about its outlook through 2027 in the coming months.

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智通财经•2026/11/02 08:46