Alex无心
08-29
$英伟达(NVDA)$
NVDA财报会,老黄还是回答不了那个最核心的问题:NVDA的客户怎么从AI上赚钱?具体到NVDA自身,下季度325亿美元,环比不到10%的增长也不够亮眼。这轮见顶了
纳斯达克综合指数, 可能需要一波20%以上的回调来消化AI泡沫。
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