大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会_老虎社区_美港股上老虎

大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会

老虎资讯综合02-06

摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。

该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

老刘_2177
·02-06
是小摩，不是大摩
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TigerXiaoyi
·02-06
都给你懂完了
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2
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wwp123
·02-06
，🙉🐝🐌🥰🥰😠🥵😐🪅🙉🙉 ，🥺🇺🇳🏴‍☠️🐝🐝 Is
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炼金术师2024
·02-06
这是小摩大摩是大通，两个打架吧
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2
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收起
- 理想中的生活:
  说反了
  02-06
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你个老六六不六
·02-06
哈哈哈，破案了
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橙子酱666
·02-06
还是你会玩
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1
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Doudou123
·02-06
还好我不看新闻
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1
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低调的左眼
·02-06
啥都让你说了
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4
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Really_8279
·02-06
挖槽这大摩不是前两天刚刚唱空英伟达吗
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2
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Aureliano
·02-06
那是裤裆着火，本来就是华尔街做局，恶意下挫
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3
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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178996124","content_text":"摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":400685672919720,"gmtCreate":1738831054768,"gmtModify":1738831336359,"author":{"id":"4198046933553202","authorId":"4198046933553202","name":"wwp123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4198046933553202","idStr":"4198046933553202"},"htmlText":"&nbsp; 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178996124","content_text":"摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":400685279031560,"gmtCreate":1738830992158,"gmtModify":1738830993848,"author":{"id":"4180164869784182","authorId":"4180164869784182","name":"炼金术师2024","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4180164869784182","idStr":"4180164869784182"},"htmlText":"这是小摩 大摩是大通，两个打架吧","listText":"这是小摩 大摩是大通，两个打架吧","text":"这是小摩 大摩是大通，两个打架吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/400685279031560","repostId":1178996124,"repostType":4,"repost":{"id":"1178996124","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738828139,"share":"https://www.laohu8.com/m/news/1178996124?lang=&edition=full","pubTime":"2025-02-06 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178996124","content_text":"摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":400675694031184,"gmtCreate":1738828757498,"gmtModify":1738828759553,"author":{"id":"3546237930003239","authorId":"3546237930003239","name":"低调的左眼","avatar":"https://static.tigerbbs.com/013fbd8594e70e6f4dcf59b86092810b","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3546237930003239","idStr":"3546237930003239"},"htmlText":"啥都让你说了","listText":"啥都让你说了","text":"啥都让你说了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400675694031184","repostId":1178996124,"repostType":2,"repost":{"id":"1178996124","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738828139,"share":"https://www.laohu8.com/m/news/1178996124?lang=&edition=full","pubTime":"2025-02-06 15:48","market":"us","language":"zh","title":"大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1178996124","media":"老虎资讯综合","summary":"Blackwell相关业务表现强劲。","content":"<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178996124","content_text":"摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":400675552817784,"gmtCreate":1738828422324,"gmtModify":1738828954085,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","vip":1,"crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"htmlText":"那是裤裆着火，本来就是华尔街做局，恶意下挫","listText":"那是裤裆着火，本来就是华尔街做局，恶意下挫","text":"那是裤裆着火，本来就是华尔街做局，恶意下挫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400675552817784","repostId":1178996124,"repostType":2,"repost":{"id":"1178996124","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738828139,"share":"https://www.laohu8.com/m/news/1178996124?lang=&edition=full","pubTime":"2025-02-06 15:48","market":"us","language":"zh","title":"大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1178996124","media":"老虎资讯综合","summary":"Blackwell相关业务表现强劲。","content":"<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178996124","content_text":"摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":10,"repostSize":9,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}