最近,私募大佬但斌卖出了英伟达的股票,这事儿在投资圈掀起了挺大的波澜。毕竟,英伟达是全球领先的GPU制造商,尤其在AI领域混得风生水起,那但斌的这个决定到底对不对呢?先说说英伟达的周期性问题。英伟达的业绩波动可不是因为它是个“2B”企业或者不是平台型公司,而是因为它卖的是“资本品”和“耐用消费品”。简单来说,就是它的产品需求会跟着市场情绪大起大落。市场好的时候,英伟达的业绩能飞起来;市场不好,那...
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