AI需求仍强却带不动股价!英伟达四季度至今仅涨1%,市场观望情绪转浓

华尔街见闻
Feb 13

尽管人工智能领域资本支出持续膨胀,英伟达的股价表现却趋于冷却。这家AI芯片巨头自四季度以来仅上涨约1%,目前市盈率约为24倍,与纳斯达克100指数大致持平,显示市场正重新评估其估值溢价。 竞争格局的变化成为观望情绪的核心驱动。英伟达首席执行官黄仁勋本月以约200亿美元收购推理硬件初创公司Groq的技术授权并招募其大部分芯片团队,这一举动本身即印证了其他公司在特定领域的竞争力。与此同时,...

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