Morgan Stanley Calls Nvidia (NVDA) Underowned: Invest Now?
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最新报道：Morgan Stanley analysts report that Nvidia (NVDA) is the most under-owned large-cap tech stock, with a 2.41 percentage point underweight in institutional portfolios despite representing 7.37% of the index. The stock has surged nearly 1,300% over five years due to AI demand, yet lags behind peers like Microsoft and Apple in ownership. Recent U.S.-China export license approvals, requiring 15% revenue share from Chinese AI chip sales, have boosted investor confidence, with NVDA up 1.9% in the past month. Analysts highlight strong compute demand and easing supply constraints as key growth drivers.
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