木头姐：英伟达很棒，但这家公司才是AI的未来赢家

华尔街见闻2023-07-17

作者：常嘉帅错失英伟达的“木头姐”，目光依然紧盯着AI板块的其他公司。上周，在接受美媒CNBC采访时，木头姐再次为自己卖飞英伟达辩护。她表示，旗下方舟基金自2014年就已经开始研究AI，当她1月份清仓英伟达时，英伟达的市值已达到其营收的25倍。卖出英伟达纯粹是基于估值判断。尽管错失英伟达5600亿美元的大反弹，但木头姐认为，尽管英伟达在AI领域的表现令人难以置信，但自己重仓的AI云通信服务商...

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Ghost666
2023-07-17
Ghost666
一个保守主义者的判断，应该会送自己入坑

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