// RESEARCH TOOLS
Research Tools · 投研辅助
Broker consensus, AI three-part diagnosis and up-to-8 side-by-side comparison.
Broker Report Abstracts · 券商研报摘要
NVDA
Morgan Stanley
TP $1450
+8.2% raised
Blackwell demand curve is steeper than street; sovereign AI pipeline underappreciated.
Blackwell 需求曲线陡于市场预期，主权 AI 管线被低估。
2026-07-06
AAPL
Goldman Sachs
TP $235
+4.4% raised
Services margin expansion + on-device AI upgrade cycle drives 12% EPS CAGR.
服务毛利率扩张 + 端侧 AI 换机周期，EPS 复合增速 12%。
2026-07-04
LLY
JPMorgan
TP $950
+6.1% raised
Obesity TAM revision from $80B to $130B by 2030; oral GLP-1 optionality.
减重市场空间由 800 亿上修至 1300 亿，口服 GLP-1 具备期权价值。
2026-07-03
AI Deep Diagnosis · AI 深度诊断
Long-term Quality
NVIDIA shows F-Score 7/9, ROIC 21.7% vs WACC 7.5% (spread 14.2 pp). Verdict: Elite.
Short-term Catalyst
Next catalyst window: watch analyst revisions (Blackwell Ultra reveal).
Valuation
PE 26 at 20th historical percentile. DCF fair value $1432.88 → discount 21%. Sector median PE 22.
Risks
Standard cyclical + regulation exposure.
Compare Workbench · 多股对比
| Metric | NVDA | AMD | AVGO |
|---|---|---|---|
| Price | $1184.20 | $178.40 | $1542.60 |
| Chg % | +2.4% | +1.2% | +2.0% |
| Market Cap | $3120B | $280B | $720B |
| Composite | 91 | 74 | 85 |
| Sector | Semiconductors | Semiconductors | Semiconductors |