<p>英伟达（NVDA）的股票在芯片制造商发布强劲季度业绩后继续引起关注，突显其在人工智能领域的主导地位。尽管对宏观压力和美中紧张关系的影响存在担忧，但该公司依然乐观，指出全球对其人工智能基础设施的需求 “极其强劲”。在此基础上，摩根士丹利重申了对英伟达的看涨立场，称该股票是半导体领域的 “独特机会”。</p>
<h3>自信投资从这里开始：</h3>
<ul>
<li>通过 TipRanks 的新 KPI 数据轻松解读公司的表现，以做出明智的投资决策</li>
<li>通过 TipRanks 的智能价值通讯，直接收到被低估的、市场韧性的股票信息</li>
</ul>
<p>该公司维持了其增持评级，并继续将英伟达列为其 “首选股票”，即使在更广泛的担忧影响芯片行业的情况下。它指出强劲的财务执行、改善的供应链动态和韧性的人工智能需求是其乐观的关键原因。</p>
<h2><strong>支持摩根士丹利看涨观点的关键积极因素</strong></h2>
<p>英伟达最新的季度业绩在多个领域表现突出。摩根士丹利指出 “毛利率领先”、中国以外的强劲收入以及其网络部门复苏的迹象是关键积极因素。该公司还提到关于公司供应链的 “积极评论”，特别是在英伟达加大人工智能机架生产时。这表明公司在满足日益增长的需求方面处于强势地位。</p>
<p>此外，摩根士丹利认为，英伟达产品的需求仍然超过供应。摩根士丹利的分析师表示，该公司 “实质上未能满足需求”，这为进一步增长留出了空间，随着供应的跟上。</p>
<h2><strong>地缘政治风险下的谨慎展望</strong></h2>
<p>尽管表现强劲，英伟达仍面临一些短期担忧。其中一个担忧是原始设计制造商（ODM）库存的上升，主要是由于机架可用性延迟所致。然而，摩根士丹利认为这个问题将是短暂的，销售很快可能会恢复势头。</p>
<p>另一个挑战是有限的前瞻性指引。英伟达对下半年的细节披露不多，该公司将此视为与中国的 “地缘政治敏感性” 相关的谨慎举措。</p>
<h2><strong>NVDA 的合理价格是多少？</strong></h2>
<p>转向华尔街，分析师对 NVDA 股票的共识评级为强烈买入，基于过去三个月内的 36 个买入、四个持有和一个卖出，如下图所示。此外，NVDA 的平均目标价为每股 171.62 美元，意味着有 24.92% 的上涨潜力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2025/06/nvda.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2025/06/nvda.jpg"/></p>
<p><strong>查看更多 NVDA 分析师评级</strong></p>
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<p>报告问题</p>

英伟达

<p>摩根士丹利对英伟达（NVDA）股票保持乐观，维持 “增持” 评级，并将其列为 “首选股票”。该公司指出，强劲的季度业绩、对人工智能基础设施的强劲全球需求以及改善的供应链动态是主要利好因素。尽管存在地缘政治风险和库存上升的担忧，分析师们认为英伟达在满足需求方面处于良好位置，拥有强烈买入的共识评级，平均目标价为 171.62 美元，显示出 24.92% 的潜在上涨空间</p>

<p>Nvidia's (NVDA) stock continues to draw attention after the chipmaker delivered strong quarterly results, highlighting its dominance in the AI space. Despite concerns about macro pressures and the impact of U.S.-China tensions, the company remains upbeat, pointing to &#34;incredibly strong&#34; global demand for its AI infrastructure. Building on this momentum, Morgan Stanley reiterated its bullish stance on Nvidia, describing the stock as a &#34;unique opportunity&#34; in the semiconductor space.</p>
<div class="lb-trans"><p>英伟达（NVDA）的股票在芯片制造商发布强劲季度业绩后继续引起关注，突显其在人工智能领域的主导地位。尽管对宏观压力和美中紧张关系的影响存在担忧，但该公司依然乐观，指出全球对其人工智能基础设施的需求 “极其强劲”。在此基础上，摩根士丹利重申了对英伟达的看涨立场，称该股票是半导体领域的 “独特机会”。</p>
</div><h3>Confident Investing Starts Here:</h3>
<div class="lb-trans"><h3>自信投资从这里开始：</h3>
</div><ul>
<li>Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions</li>
<li>Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter</li>
</ul>
<div class="lb-trans"><ul>
<li>通过 TipRanks 的新 KPI 数据轻松解读公司的表现，以做出明智的投资决策</li>
<li>通过 TipRanks 的智能价值通讯，直接收到被低估的、市场韧性的股票信息</li>
</ul>
</div><p>The firm maintained its Overweight rating and continues to list Nvidia as its 'Top Pick,' even as broader concerns weigh on the chip sector. It cited strong financial execution, improving supply chain dynamics, and resilient AI demand as key reasons for its optimism.</p>
<div class="lb-trans"><p>该公司维持了其增持评级，并继续将英伟达列为其 “首选股票”，即使在更广泛的担忧影响芯片行业的情况下。它指出强劲的财务执行、改善的供应链动态和韧性的人工智能需求是其乐观的关键原因。</p>
</div><h2><strong>Key Positives Supporting Morgan Stanley's Bullish View</strong></h2>
<div class="lb-trans"><h2><strong>支持摩根士丹利看涨观点的关键积极因素</strong></h2>
</div><p>Nvidia's latest quarterly results stood out across several areas. Morgan Stanley pointed to &#34;gross margins ahead,&#34; strong revenue outside of China, and signs of recovery in its networking segment as key positives. The firm also noted &#34;positive commentary&#34; around the company's supply chain, especially as Nvidia ramps up production of AI racks. This suggests the company is in a strong position to meet rising demand.</p>
<div class="lb-trans"><p>英伟达最新的季度业绩在多个领域表现突出。摩根士丹利指出 “毛利率领先”、中国以外的强劲收入以及其网络部门复苏的迹象是关键积极因素。该公司还提到关于公司供应链的 “积极评论”，特别是在英伟达加大人工智能机架生产时。这表明公司在满足日益增长的需求方面处于强势地位。</p>
</div><p>In addition, Morgan Stanley believes that the demand for Nvidia's products still appears to exceed supply. The analysts at Morgan Stanley said the company is &#34;materially undershipping demand,&#34; which leaves room for further growth as supply catches up.</p>
<div class="lb-trans"><p>此外，摩根士丹利认为，英伟达产品的需求仍然超过供应。摩根士丹利的分析师表示，该公司 “实质上未能满足需求”，这为进一步增长留出了空间，随着供应的跟上。</p>
</div><h2><strong>Cautious Outlook amid Geopolitical Risks</strong></h2>
<div class="lb-trans"><h2><strong>地缘政治风险下的谨慎展望</strong></h2>
</div><p>Despite its strong performance, Nvidia still faces a few near-term concerns. One concern is the rising inventory among original design manufacturers (ODMs), driven by delays in rack availability. However, Morgan Stanley believes this issue will be short-lived, with sales likely to regain momentum soon.</p>
<div class="lb-trans"><p>尽管表现强劲，英伟达仍面临一些短期担忧。其中一个担忧是原始设计制造商（ODM）库存的上升，主要是由于机架可用性延迟所致。然而，摩根士丹利认为这个问题将是短暂的，销售很快可能会恢复势头。</p>
</div><p>Another challenge is the limited forward guidance. Nvidia shared little detail about the second half of the year, which the firm sees as a cautious move tied to &#34;geopolitical sensitivity&#34; around China.</p>
<div class="lb-trans"><p>另一个挑战是有限的前瞻性指引。英伟达对下半年的细节披露不多，该公司将此视为与中国的 “地缘政治敏感性” 相关的谨慎举措。</p>
</div><h2><strong>What Is a Good Price for NVDA?</strong></h2>
<div class="lb-trans"><h2><strong>NVDA 的合理价格是多少？</strong></h2>
</div><p>Turning to Wall Street, analysts have a Strong Buy consensus rating on NVDA stock based on 36 Buys, four Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average NVDA price target of $171.62 per share implies 24.92% upside potential.</p>
<div class="lb-trans"><p>转向华尔街，分析师对 NVDA 股票的共识评级为强烈买入，基于过去三个月内的 36 个买入、四个持有和一个卖出，如下图所示。此外，NVDA 的平均目标价为每股 171.62 美元，意味着有 24.92% 的上涨潜力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2025/06/nvda.jpg" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2025/06/nvda.jpg"/></p>
<p><strong>See more NVDA analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多 NVDA 分析师评级</strong></p>
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<div class="lb-trans"><p>免责声明与披露</p>
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<div class="lb-trans"><p>寻找交易平台？查看 TipRanks 的最佳在线经纪商，找到适合您交易的理想经纪商。</p>
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<div class="lb-trans"><p>报告问题</p>
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'Don't Underestimate This AI Giant,' Says Morgan Stanley About Nvidia Stock

- Nvidia (NVDA) 发布强劲季度业绩，显示其在 AI 领域的主导地位。  
- Morgan Stanley 重申对 Nvidia 的看涨评级，称其为半导体领域的 “独特机会”。  
- 尽管面临地缘政治风险，分析师仍对 Nvidia 的需求和增长前景持乐观态度。  

摩根士丹利关于英伟达股票表示：‘不要低估这家人工智能巨头’