Hold到老
08-28
$英伟达(NVDA)$
3万亿估值太高了，必须要降到2万亿。英伟达的盈利过于依赖大客户，爆发式的增长是不可持续的。不像苹果微软，面对全球几十亿人，盈利和现金流都是很稳定的。
上涨势头不足？英伟达还能逢低上车吗？
近期关于英伟达GB200 AI服务器出货递延的消息引发了广泛讨论，但英伟达CEO黄仁勋明确表示，GB200正处于满载生产阶段，且整体进展顺利，有效平息了外界的种种疑虑。【英伟达再次位于$130附近，多少价位你会上车？你还看好英伟达未来涨势吗？】
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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mkr2024
08-28
mkr2024
说的好像他的显卡不是卖全球似的
柳琰彬
:
显卡个人业务，只占9%不到
京东商城
:
显卡能支撑3万亿？ 怎么抬杠呢？
火火兔爸
08-28
火火兔爸
不觉得自相矛盾吗？大客户不就那几个面对亿万大众的家伙
abcde11945
08-28
abcde11945
懂个锤子🔨
财富888
:
锤子🔨都不懂
Bdd
08-29
Bdd
Sell through Magnificent 7 to billions of people
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