当地时间11月21日,在英伟达发布超预期财报后,市场并未迎来持续狂欢。美国金融市场当日遭遇剧烈震荡,主要股指先扬后抑,跌至两个多月来的最低点。知名对冲基金经理、“大空头”迈克尔·伯里(Michael Burry)连续发帖质疑英伟达的真实需求和财务健康,他认为AI需求“小得可笑”,并批评了AI公司间的“循环交易”(Circular Deals)和芯片使用寿命问题。上述背景下,英伟达首席执行官黄仁勋(...
Source Link当地时间11月21日,在英伟达发布超预期财报后,市场并未迎来持续狂欢。美国金融市场当日遭遇剧烈震荡,主要股指先扬后抑,跌至两个多月来的最低点。知名对冲基金经理、“大空头”迈克尔·伯里(Michael Burry)连续发帖质疑英伟达的真实需求和财务健康,他认为AI需求“小得可笑”,并批评了AI公司间的“循环交易”(Circular Deals)和芯片使用寿命问题。上述背景下,英伟达首席执行官黄仁勋(...
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