英伟达深陷“魔咒”:当看涨共识成为天花板

美股研究社
Feb 28

*内容仅为呈现不同市场观点与研究视角,并不意味着本公众号对文中观点结论认可。“当一家公司成为共识,它的回报率就开始递减。”这句话在资本市场的长河中反复应验,如今正清晰地映照在英伟达(NVDA)身上。在人工智能最狂热的时代,作为算力绝对霸主的英伟达,正在经历一场微妙的“价值背离”。这或许并非基本面的崩塌,而是一场典型的资本周期律动。【如需和我们交流可扫码添加进社群】过去八个月,美股市场呈现出一幅诡异...

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