3月4日,伯恩斯坦分析师Stacy A. Rasgon、Alrick Shaw等人发布报告称,虽然英伟达今年以来表现不佳、估值较低,但英伟达Blackwell产品周期正在加速,当前的估值正变得越来越有吸引力。 伯恩斯坦真正担心的风险在于日益上升的监管压力,即美国政府可能出台新规。而每减少100亿美元收入,英伟达的每股收益(EPS)大约会下降0.25美元。 今年对英伟达来说不可谓不艰难——受增长担忧...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.