英伟达单季利润=整个中国互联网?泡沫、危机与中概股的底部时刻

环球老虎财经app
Feb 27

来源:港股研究社今天的微信群里出现了一个令人咋舌的数据对比:英伟达在一个季度内的净利润约为 3114 亿元人民币,而与此同时,中国主流科技与互联网公司合计净利润约为 2864 亿元。这意味着,一家美国芯片公司,单季度的盈利能力,远超想象。这已经不是简单的企业强弱问题,也不是单纯的技术领先问题。这是全球资本结构的力量分配问题。这意味着什么?意味着AI 时代的“利润捕获权”高度集中在算力端;意味着资本...

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