$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 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。

鉴于对Blackwell超级周期的乐观预期，在 $英伟达 (NVDA.US)$ 11月20日（美东时间）发布第三财季业绩前夕，摩根士丹利和瑞银等华尔街分析师纷纷上调英伟达目标价。目前华尔街平均目标价为160美元，期权市场预估业绩波幅达上下10%左右。【绩前你会在多少价位加仓英伟达？你会担心华尔街预期过高吗？】

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。

精彩评论

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

发表看法

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