谷歌的 AI 野心映照英伟达面临的困境

美股研究社
Jul 04, 2025

作者丨Bay Area Ideas编译 | 华尔街大事件未来业绩最致命的杀手是什么?很可能是过去的业绩。拿英伟达(NASDAQ:NVDA)来说,过去的表现确实让人惊艳。当然,这样的表现并不能说明英伟达今后可能创造的潜在回报。然而,投资者应该意识到,每一段旅程都会有终点,我们走过的每一米都已远去。是的,说到“英伟达股票的基本面估值相当高”的说法,分析师坚定地站在英伟达看涨阵营。英伟达的市盈率可能高达...

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