瑞穗银行：将英伟达(NVDA.O)目标价从300美元上调至315美元。

苏丹军方宣布，在尼尔蓝州击落了一架从埃塞俄比亚越境的无人机。

BofA reaffirmed NVIDIA (NVDA.O) as its top pick, maintaining a Buy rating and $350 price target. The bank forecasts FY2028 revenue growth of roughly 70%, well above a 45% market consensus, and says demand still exceeds supply. BofA raised EPS estimates citing a faster ramp of Rubin chips, rising AI revenue per GW, and durable long-term demand. Main downside risk is gross-margin pressure from higher memory costs, which could push margins down to about 72–73%.