是时候清仓“英伟达”了吗?

36氪
8 hours ago

“透视图”是36氪新推出的轻量化数据图文栏目——以数据透视趋势,以图片呈现要点。"Talk is Cheap. Show me the data."作者丨范亮近期,AI板块利空不断。“大空头”原型Michael Burry三季度大举做空AI巨头Palantir和英伟达,与此同时,软银也宣布已清仓英伟达,转而投资OpenAI。36氪制图这些行为加剧了市场对AI泡沫的担忧。数据显示,英伟达的市值急剧...

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