NVIDIA (NVDA.US) GTC Berlin signals growth for 2027! Morgan Stanley is bullish on supply chain expansion and AI factory efficiency gains, reiterating its top pick.

Zhitong Finance APP has learned that Morgan Stanley released a research report after attending Nvidia's (NVDA.US) GTC Berlin conference this week, stating that although AI infrastructure construction is facing multiple challenges such as chip supply, data center power, and financing, Nvidia is further consolidating its competitive advantage by expanding supply chain capacity, optimizing AI data center deployment efficiency, and advancing the next-generation Vera Rubin platform. The bank believes that Nvidia is expected to maintain strong growth in 2027, reiterates its position as the top pick in the semiconductor industry, and maintains an "Overweight" rating and a $300 price target. Based on the closing price of $221.97 on October 21, Morgan Stanley's price target implies that Nvidia's stock still has about 35% potential upside.