---
title: "Morgan Stanley has listed NVIDIA as the top pick in the semiconductor sector, replacing Micron Tech"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/277416356.md"
description: "Morgan Stanley has named NVIDIA as its top pick in the semiconductor sector, replacing Micron Tech. Analyst Joseph Moore stated in the report that the market generally believes that the pricing of memory chip stocks reflects a longer cycle, but they do not fully agree with this view. It is expected that market concerns about NVIDIA's growth will be replaced by optimism regarding its prospects before 2027 in the coming months"
datetime: "2026-03-02T06:53:39.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277416356.md)
  - [en](https://longbridge.com/en/news/277416356.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277416356.md)
---

# Morgan Stanley has listed NVIDIA as the top pick in the semiconductor sector, replacing Micron Tech

Morgan Stanley has re-listed NVIDIA as its top pick in the semiconductor sector, replacing Micron Technology. Previously, the stock price of the memory chip manufacturer Micron experienced a significant surge. "A common view in the market is that the pricing of memory chip stocks reflects a longer and more sustainable cycle than that of processor chips," analysts including Joseph Moore wrote in a report, "but we somewhat disagree with this perspective." Concerns about NVIDIA's growth sustainability in the market should be replaced by optimism regarding its prospects before 2027 in the coming months. (Bloomberg)

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