英伟达打起市值保卫战 通过备忘录抨击空头

格隆汇
Nov 27, 2025

格隆汇11月27日|全球市值最高的公司英伟达(NVDA.US)在华尔街和社交媒体上发起了一场信息宣传活动,打起了保卫战,旨在反击那些对其4.5万亿美元的估值(已从历史高点5万亿美元回落)持怀疑态度的人。上周,该公司向卖方股票分析师发布了一份详细备忘录,对电影《大空头》中原型人物迈克尔·伯里以及其他在Substack上撰文的作者所提出的指控进行了逐点反驳。伯里因在2008年金融危机前做空美国房地产...

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