上周五,在纽约举行的比特币投资者会议上,“木头姐”、ARK Invest创办人Cathie Wood表示,英伟达仍然是一只高增长股,她将继续持有英伟达的股票。
Wood认为,即使该公司的利润率因AMD和亚马逊的新人工智能芯片竞争而略有压缩,该股仍然可能实现20%的年复合增长率。她补充道,这个市场不会只有英伟达一家,但英伟达创造了令人难以置信的机会,推动了人工智能革命,我们认为它仍将发挥重要作用。
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