Morgan Stanley re-listed Nvidia as its preferred semiconductor stock on the grounds that Nvidia has a strong market position and an attractive valuation. Currently, Nvidia's stock price is about 15 times the price-earnings ratio of Morgan Stanley's profit forecast for the 2028 fiscal year. At the same time, the market's profit expectations are still rising. Morgan Stanley said that the bottleneck in the artificial intelligence industry is shifting from chip supply to data center construction and financing; at the same time, Nvidia has a broad global customer base, so it can flexibly expand its business according to available power capacity.

Morgan Stanley re-listed Nvidia as its preferred semiconductor stock on the grounds that Nvidia has a strong market position and an attractive valuation. Currently, Nvidia's stock price is about 15 times the price-earnings ratio of Morgan Stanley's profit forecast for the 2028 fiscal year. At the same time, the market's profit expectations are still rising. Morgan Stanley said that the bottleneck in the artificial intelligence industry is shifting from chip supply to data center construction and financing; at the same time, Nvidia has a broad global customer base, so it can flexibly expand its business according to available power capacity.