智通财经APP获悉，南方两倍做多英伟达(07788)早盘涨超3%。截至发稿，涨3.65%，报199港元。
消息面上，英伟达周一收涨2.12%，股价创历史新高，市值升至5.76万亿美元。有期权交易员推断，英伟达有望在本月内冲击6万亿美元市值关口。值得注意的是，英伟达董事会近日新增1500亿美元股票回购授权，剩余授权金额达2350亿美元，创史上第一大回购增幅纪录。
星展集团首席投资官Hou Wey Fook表示，英伟达的市盈率以及预计明年70%的盈利增速表明，由人工智能驱动的科技股距离泡沫仍有很大距离。数据显示，英伟达目前股价约为其未来12个月预期盈利的17倍，与互联网泡沫破裂前思科100倍的估值显著不同，难言“泡沫化”。
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