Bank of America: $NVDA Valuation drops to 7-year low, market is paying for a "non-existent" risk!



Nvidia's forward P/E ratio is only 18 times, over 30% lower than Apple, Microsoft, and Google. The stock has only risen 3% this year, while the Philadelphia Semiconductor Index has risen 82% over the same period. BofA says this is an "enhanced buying opportunity" with a target price of $350—over 70% higher than the current price.

The core logic is simple: the market is worried about high HBM costs and ASIC stealing market share, but these concerns are completely unfounded. The entire rack upgrade from Blackwell to Vera Rubin can increase the selling price by $2-3 million. The driving force behind the price increase goes far beyond just memory, including CPU, networking, and software. Nvidia's moat is much wider than people think.

My view: This also has a direct impact on the crypto space. If Nvidia really rebounds, AI-themed tokens are likely to follow. Bitcoin is currently around 62,000, suppressed by geopolitical sentiment, but if US stocks in AI stabilize, the AI concept in crypto will eventually be lifted.

What should players do: Don't rush in; wait for confirmation after US stock market opens. Watch whether Nvidia's rebound can drive a broader recovery in the AI sector.
#GUSD年化升至3.8% #特朗普宣布美伊停火结束
NVDA3.66%
AAPL0.84%
MSFT-1.48%
BTC1.26%
GUSD-0.03%
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