当英伟达被“军工化”,华尔街的高预期还成立吗?

华尔街见闻
17 Apr

对H20产品计提可能改变英伟达运营模式。分析指出,就像军工企业一样,英伟达将失去了对其高利润芯片销售流向的控制权,未来产品发布将受到地缘政治因素的实时影响。其次,战略延迟将定义其估值,如何在冲突条件下迅速重新部署产品成为关键。隔夜英伟达遭遇猛烈抛售,盘中一度暴跌10%,收盘大跌6.9%,创下自1月份以来最大单日跌幅,市值一夜之间蒸发超1800亿美元。该大跌背后的触发因素是,英伟达此前宣布一季度对...

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