摩根士丹利建议在财报季结束前买入包括英伟达在内的多只股票。

尽管财报季接近尾声，但仍有很多值得买入的超配评级股票。摩根士丹利尤其看好以下几只股票：

英伟达:近期市场情绪虽有所恶化，但短期业务持续向好，供应可见度不断提高，客户的消费意愿也十分强烈。鉴于英伟达近期向上修正的可能性更高，它应该以溢价交易。

EQT：股价回调创造了有吸引力的入场点，当前估值更具吸引力。建议逢低买入。液化天然气是近期更大的增长动力。

Arista Networks：该公司过去3—4年的营收一直超出预期约300—400个基点，虽然去年第四季度业绩不太可能改变现状，但数据中心领域存在被低估的机会，预计今年网络领域将逐步改善。

涂鸦智能：尽管今年股价已大幅上涨，但该公司仍有很大上涨空间。强劲的营收增长势头可能会持续，这主要得益于强劲的海外物联网需求和涂鸦智能的市场份额增长。目前基本面与股价之间存在错配，股价仍有很大补涨空间。

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