英伟达 将英伟达重新列为半导体行业首选标的

March 2, 2026 05:02 AM GMT NVIDIA Corp. | North America Moving NVIDIA back to top pick in semis | What's Changed | | | | --- | --- | --- | | NVIDIA Corp. (NVDA.O) | From | To | | Top Pick Added | MU.O | NVDA.O | For the last two quarters NVIDIA has not moved while business has continued to strengthen - a function of concerns about the durability of current growth. Those concerns should turn to 2027 enthusiasm in the coming months. We see the stock at 18x CY27 EPS as a surprisingly good entry point. Key Take ...