[JP Morgan Chase: NVIDIA demand far exceeds supply and maintains an "overweight" rating on NVIDIA] "Science and Technology Innovation Board Daily" reported on the 4th that JP Morgan Chase believes that the core problem NVIDIA is currently facing is not insufficient demand, but supply capacity that limits its growth space. NVIDIA management recently told JPMorgan Chase that if supply constraints can be lifted, the company's business scale may even double year-on-year. JPMorgan analyst Harlan Sur maintains an "overweight" rating on Nvidia and maintains the target price at $320. Nvidia's management expects that the company's business will grow by about 70% year-on-year in fiscal 2028, but Sur believes that based on the current customer demand situation, the actual potential growth capacity may be stronger. At the same time, Nvidia's visibility into future demand is increasing. Sur said that the company's management gave the growth outlook for fiscal year 2028 in advance because there was a clear gap between its internal demand judgment and Wall Street forecasts. Releasing this expectation in advance also helps suppliers and other partners plan capacity in advance for higher demand levels in the future.