TechFlow news, according to Chaoxiang Research, Morgan Stanley's July 13 roadshow feedback report pointed out that NVIDIA's current biggest problem is not fundamentals, but the market cap size leading to a lack of incremental capital. Quarterly growth is 95% and management believes growth will accelerate, next year's free cash flow yield exceeds 5%, with over half potentially returned to shareholders; value investors may become the new buying force. Morgan Stanley also focuses on NVIDIA's NeoCloud financing support model, providing credit endorsement for cloud service providers in exchange for revenue sharing, creating a recurring revenue stream with 100% gross margin outside of hardware. Morgan Stanley maintains an overweight rating on NVIDIA, with a target price of $288.
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