华尔街纷纷看好英伟达,“英国巴菲特”却唱反调

格隆汇
11 Nov 2024

格隆汇11月11日|英伟达股价今年以来几乎上涨了两倍,华尔街分析师们也给予了极大的肯定。但被英国媒体誉为“英国巴菲特”的基金经理特里·史密斯(Terry Smith)却认为,英伟达缺乏可预测的盈利流和高资本回报率的良好记录。史密斯说:“我不确定我们是否知道人工智能的未来,因为人们几乎没有为任何应用付费。他们是否愿意大规模付费、并支付足够高的价格来证明这一点?如果不愿意,芯片供应商就会出现问题。”...

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