ChainCatcher 消息，前富达投资基金经理乔治·诺布尔周四在社交媒体发文警告称，英伟达正在通过扶持购买其人工智能硬件的客户，走向类似互联网泡沫破灭之路。
诺布尔指出，目前英伟达在标普 500 指数中的权重约为 8%，是思科在 2000 年互联网泡沫顶峰时期所占权重的两倍。他认为，这家半导体巨头正在重蹈覆辙，落入二十多年前令思科遭受重创的完全相同的陷阱。
ChainCatcher 消息，前富达投资基金经理乔治·诺布尔周四在社交媒体发文警告称，英伟达正在通过扶持购买其人工智能硬件的客户，走向类似互联网泡沫破灭之路。
诺布尔指出，目前英伟达在标普 500 指数中的权重约为 8%，是思科在 2000 年互联网泡沫顶峰时期所占权重的两倍。他认为，这家半导体巨头正在重蹈覆辙，落入二十多年前令思科遭受重创的完全相同的陷阱。
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