王朝马汉
06-04
强者恒强,关伟达市值在20日内就会超越苹果。散户也要买买买。
机构打假英伟达,散户如何才能吃肉喝汤?
最近,英伟达业绩造假网络上引起热议。研投机构总结,英伟达是在几乎没有增加成本的情况下实现了惊人增长,其收入成本同比仅增长了6.8%,毛利率却达到闻所未闻的70.1%;阴谋论者质疑,英伟达参投的AI初创企业Coreweave协助做局增厚二季度收入,更多大厂可能也合谋以抬升股价。华尔街分析师驳斥,称这证明多空博弈非常胶着。你对此事怎么看?你能否从中获利?
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