给出100美元目标价!英伟达“唯一的空头”:这不是我第一次看到泡沫

华尔街见闻
Oct 27

Seaport Global分析师Jay Goldberg认为,当前英伟达的惊人增长,主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。这种模式与科网泡沫时期的电信基础设施建设非常相似,“出于很大程度上的心理原因,我们将建起所有这些AI设施。在某个时候,支出将会停止,然后整个体系都会崩溃,我们将迎来一次重置。”在华尔街对英伟达的狂热追捧中,一位分析师正在逆流而行...

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