资深科技分析师:英伟达真的很便宜

华尔街见闻
Dec 24, 2025

华尔街知名投行Bernstein 19日发布研报认为,尽管英伟达今年股价表现尚可,但在盈利预期持续上修的背景下,其估值已经历剧烈压缩,目前处于极具吸引力的历史低位。据追风交易台消息,报告显示,自今年7月以来英伟达股价陷入停滞,年内涨幅约30%,跑输费城半导体指数(SOX)的38%。这种股价停滞与盈利增长的背离,导致其预期市盈率(P/FE)大幅回落至25倍以下。Bernstein分析师Stacy A...

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