Research Report Highlights | Huatai Securities: Maintains Nvidia 'Buy' Rating with a Target Price of $310

Glonghui May 18th｜Huatai Securities maintains a Buy rating on NVIDIA (NVDA.US) with a target price of $310: The expectation for improved H200 exports to China, combined with Agentic AI driving demand for low-latency inference chips, puts the company's AI infrastructure deployment in a leading position. Maintains FY27E Non-GAAP net profit of $228.4 billion and assigns a 33x PE valuation, corresponding to a target price of $310.