所谓“AI泡沫论”,更像是一种因果倒置的借口。美东时间11月19日盘后,英伟达公布了2025年Q3财报——570亿美元的营收,远超市场预期的554亿美元;数据中心业务512亿美元,更是大幅领先预期的497亿美元。这场"超预期"不仅让英伟达盘后股价一度上涨4%,更是被不少媒体评价为打破"AI泡沫论"的关键证明。业绩超预期,但泡沫论并未消散市场对英伟达的期待,早已超越一家科技公司的财报范畴。作为市值曾...
Source Link所谓“AI泡沫论”,更像是一种因果倒置的借口。美东时间11月19日盘后,英伟达公布了2025年Q3财报——570亿美元的营收,远超市场预期的554亿美元;数据中心业务512亿美元,更是大幅领先预期的497亿美元。这场"超预期"不仅让英伟达盘后股价一度上涨4%,更是被不少媒体评价为打破"AI泡沫论"的关键证明。业绩超预期,但泡沫论并未消散市场对英伟达的期待,早已超越一家科技公司的财报范畴。作为市值曾...
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