英伟达CEO黄仁勋在年度GTC大会上抛出史上最大规模营收展望,却未能点燃股价。这折射出一个深层困境:当一家公司大到足以撼动全球经济格局,市场对"好消息"的定价逻辑也随之改变。 周一,黄仁勋在GTC主题演讲中宣布,英伟达对Blackwell和Rubin平台的营收可见度已超过1万亿美元,覆盖2025年至2027年底。这一数字较其去年秋季在华盛顿GTC上披露的500亿美元展望整整翻倍。然而,英伟达股价在...
Source Link英伟达CEO黄仁勋在年度GTC大会上抛出史上最大规模营收展望,却未能点燃股价。这折射出一个深层困境:当一家公司大到足以撼动全球经济格局,市场对"好消息"的定价逻辑也随之改变。 周一,黄仁勋在GTC主题演讲中宣布,英伟达对Blackwell和Rubin平台的营收可见度已超过1万亿美元,覆盖2025年至2027年底。这一数字较其去年秋季在华盛顿GTC上披露的500亿美元展望整整翻倍。然而,英伟达股价在...
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