【英伟达远期市盈率跌至多年低位，财报将检验AI行情持续性】尽管英伟达毛利率接近75%，但其远期市盈率已经跌至五年多来、相对于自身十年历史区间的低位；市场对客户集中度风险以及AI循环融资模式的担忧不断升温。英伟达即将发布的财报将检验本轮AI交易行情，投资者重点关注超大规模云厂商资本开支、内存短缺问题以及AI泡沫风险。
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