摩根士丹利最新報告將輝達列為半導體首選股，維持增持評級，目標價上看300美元。報告指出，行業瓶頸轉向數據中心基建，新一代Feynman架構大幅提升代幣產出效益。配合亞馬遜與SpaceX等巨頭訂單深化，預估2028財年本益比僅15倍，評價具備強大吸引力 ...
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