---
title: "Morgan Stanley has listed NVIDIA as the top pick in the semiconductor sector, replacing Micron Tech"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/277452195.md"
description: "Morgan Stanley has listed NVIDIA as the top stock in the semiconductor sector, replacing Micron Tech. Analyst Joseph Moore noted in the report that the market generally believes that the pricing of memory chip stocks reflects a longer cycle, but they hold a different view. Concerns about the sustainability of NVIDIA's growth are expected to be replaced by optimism about its 2027 outlook in the coming months"
datetime: "2026-03-02T11:07:54.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277452195.md)
  - [en](https://longbridge.com/en/news/277452195.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277452195.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/277452195.md) | [繁體中文](https://longbridge.com/zh-HK/news/277452195.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 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 Joseph Moore and others wrote in a report, "but we somewhat disagree with this perspective."

Concerns about the sustainability of NVIDIA's growth should be replaced by optimism regarding its prospects before 2027 in the coming months

### 相关股票

- [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-CN/quote/NVDU.US.md)
- [First Trust Nasdaq Food & Semicon (FTXL.US)](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-CN/quote/NVDX.US.md)
- [Invesco PHLX Semiconductor ETF (SOXQ.US)](https://longbridge.com/zh-CN/quote/SOXQ.US.md)
- [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [Micron Tech (MU.US)](https://longbridge.com/zh-CN/quote/MU.US.md)
- [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-CN/quote/NVDY.US.md)
- [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md)

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- [Caerus Investment Advisors LLC Acquires New Shares in Micron Technology, Inc. $MU](https://longbridge.com/zh-CN/news/279740144.md)
- [Better AI Buy: Nvidia vs Micron](https://longbridge.com/zh-CN/news/280379112.md)
- [NVIDIA Corporation $NVDA is Park National Corp OH's 4th Largest Position](https://longbridge.com/zh-CN/news/280047226.md)
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- [Nvidia Stock vs. Micron Stock: Billionaires Buy One and Sell the Other](https://longbridge.com/zh-CN/news/279397051.md)