英伟达的股价今年几乎上涨了两倍,华尔街分析师对这家芯片制造商持乐观态度。 但Terry Smith并不买账。 这位被誉为“英国巴菲特”的基金经理对英伟达持怀疑态度。他在11日接受彭博社采访时表示,英伟达的股票缺乏可预测的收益流,以及长期高额资本回报的记录。他选择避开这只股票,尽管他承认此举削弱了他的投资组合的表现。 “我不确定我们知道人工智能的未来是什么,因为几乎没有人们愿意为之付费的应用程序,...
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