据 Reuters _老虎社区_美港股上老虎

据 Reuters 11 月 11 日报道，Baird 将英伟达评级从 Buy 下调至 Neutral，目标价从 500 美元大幅下调至 200 美元，认为 CEO 任期的不确定性、对华芯片出口限制以及未来 AI 需求增长放缓的风险，可能压制股价表现。

与此同时，Morgan Stanley 将英伟达移出 Top Pick 名单，但仍维持 Overweight 评级。美国银行也将英伟达移出 US 1 List。

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