英伟达GTC--一场面对“震惊”投资者的“打气会”

华尔街见闻
21 Mar

在刚刚结束的英伟达GTC大会上,尽管黄仁勋展示了强大的新一代芯片、个人“超级计算机”等各种新产品,但投资者似乎并不买账,公司股价在黄仁勋发表主题演讲后大跌4%,今年以来累计暴跌近12%。这一现象背后,市场对英伟达的多重担忧正在浮现。一方面,特朗普的关税政策可能对其海外业务造成冲击,DeepSeek们的迅速崛起或对高端AI芯片需求造成威胁,另一方面,众多科技巨头客户纷纷转向自研芯片,这三大威胁正...

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