If nvidia's revenue exceeds expectations, the stock prices of AI-related stocks may rise by 3-15%, according to Morgan Stanley.
$NVIDIA (NVDA.US)$ Nvidia's performance not only directly affects the performance of the technology industry, but also has the potential to influence the overall market trend, as reported in the second quarter earnings announcement.
Morgan Stanley's research report on the 25th expressed an optimistic view of Nvidia's performance. The average market expectation is that Nvidia's second quarter revenue will reach $28.6 billion.
According to Morgan Stanley, if Nvidia's revenue exceeds expectations, the stock prices of AI-related stocks may rise by 3-15%. Conversely, if the revenue falls short of expectations, there is a possibility of a 5-10% decline in AI-related stocks, potentially reversing the order of stock selection priorities.
According to Morgan Stanley, the market is currently expecting Nvidia's guidance for the next quarter's revenue to increase again. However, what is more significant is the need for the company to address investors' concerns about the delay in the Blackwell project.
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