美国AI投资有泡沫?有人极力唱多,有人大泼冷水

经济日报
Oct 29, 2025

今日主播袁勇:北京时间周三凌晨,英伟达首席执行官黄仁勋在一场发布会上,反驳了有关AI投资出现泡沫的言论。他认为,AI模型性能已经足以让客户愿意买单,这强化了算力基础设施投资的动力。受黄仁勋言论刺激,英伟达股价上涨近5%,突破200美元。许多投资机构也极力唱多英伟达的业绩前景。汇丰银行分析师给出的英伟达目标价高达320美元。不过,在华尔街的狂热中,一位分析师正在逆流而行。海港环球证券分析师戈德伯格给...

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