NVDA.OQ-Morgan Stanley-Asia Technology Navigating NVIDIA 2Q24 – Tactical BullBear...-110009449

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📄 文件全名: 《NVDA.OQ-Morgan Stanley-Asia Technology Navigating NVIDIA 2Q24 – Tactical BullBear...-110009449.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: rally of 27% YTD for this AI group, NVIDIA's earnings release could be a volatile
event but with a positive skew to our base case. Our bull case indicates 3-15% price
tactical picks ( Exhibit 2 ). Our bear case implies 5-10% downside for the group with
🏷️ 核心议题: #AI

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August 25, 2024 09:00 PM GMT Morgan Stanley Asia Limited+ Tactical Bull/Bear Cases

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《NVDA.OQ-Morgan Stanley-Asia Technology Navigating NVIDIA 2Q24 – Tactical BullBear...-110009449》主要包含哪些内容?

August 25, 2024 09:00 PM GMT Morgan Stanley Asia Limited+ Tactical Bull/Bear Cases核心数据:rally of 27% YTD for this AI group, NVIDIA's earnings release could be a volatile;event but with a positive skew to our base case. Our bull case indicates 3-15% price;tactical picks ( Exhibit 2 ). Our bear case implies 5-10% downside for the group with。

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