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5大分析师人工智能动向:JPM下调Meta;Micron获华尔街新高目标价

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This could be the next re-rating catalyst for Nvidia stock, BofA says Ramping up shareholder returns could be the next re-rating catalyst for Nvidia, Bank of America analysts said this week, arguing that a more aggressive capital return program could broaden the chipmaker’s investor base and help close a valuation gap they see as unwarranted. "Increased cash returns could signal sustainability, widen the shareholder base, and help narrow the valuation gap," wrote analysts led by Vivek Arya.

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