The Zhitong Finance App learned that on Monday, Nvidia (NVDA.US) went high. As of press release, it had an increase of nearly 3% and a market capitalization of 5.23 trillion US dollars. According to the news, Morgan Stanley raised the net electricity gap for US data centers to 38 GW from 2026 to 28, compared to 33 GW in the 2026-28 topic research report. At the same time, Damo pointed out that under the power gap, ASIC or GPU is losing share, and the semiconductor side is still the most optimistic about Nvidia.

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