英伟达:4万亿美元仍然不贵

美股研究社
Jul 10, 2025

作者丨Agar Capital编译 | 华尔街大事件英伟达(NASDAQ:NVDA)每次创历史新高,总有人喊 "泡沫来了"。但财报数据一出来,总能打这些质疑者的脸。英伟达不是靠噱头撑着的公司。它能火,是因为真能赚钱、真能产生现金流,还在推动一整场工业革命。说它 "估值过高"?不对,现在的价格恰恰反映了它在利润率、基础设施和人工智能未来领域的话语权。那些说 "现在入场太晚了" 的人,早在英伟达市值 ...

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