今天从微信群中看到彭博社的一张散点气泡图，想跟大家分享一下AI对这张图的解读。AI 席卷全球，过去 12 个月，英伟达营收增速高达 85%，在标普 500 成分股中一骑绝尘。然而，仔细看这张图隐约看到耐人寻味的现象：营收增长迅猛，英伟达的估值溢价却并未水涨船高，甚至在一众高增长公司中显得格外 “克制”。| 高增长与低估值这张彭博社的散点气泡图，清晰地勾勒出了市场对不同公司的定价逻辑。横轴（营收增速...
Source Link今天从微信群中看到彭博社的一张散点气泡图，想跟大家分享一下AI对这张图的解读。AI 席卷全球，过去 12 个月，英伟达营收增速高达 85%，在标普 500 成分股中一骑绝尘。然而，仔细看这张图隐约看到耐人寻味的现象：营收增长迅猛，英伟达的估值溢价却并未水涨船高，甚至在一众高增长公司中显得格外 “克制”。| 高增长与低估值这张彭博社的散点气泡图，清晰地勾勒出了市场对不同公司的定价逻辑。横轴（营收增速...
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