英伟达占标准普尔 500 指数的 8%——历史表明,野兽模式或将结束

美股研究社
Aug 19

英伟达(NASDAQ:NVDA)是家了不起的公司,CEO 黄仁勋也是当下真正顶尖的远见者。但估值是关键 —— 无论是公司、奥运选手,还是传奇音乐人,“暴走模式” 都不会永远持续。有一些实实在在的警示信号,比如英伟达的多头总说 “这次不一样”,因为 AI 会彻底改变我们的世界。现在确实是激动人心的时代,AI 和人形机器人都是革命性的突破,但英伟达的上涨行情已经过头了。未来它可能会面临不少阻碍,包括...

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