GuruGuruGulu
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GuruGuruGulu
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$美国超微公司 (AMD.US)$ 希望大家听取我的建议，英特尔、AMD和谷歌现在都在中国的打击区域，你们是在玩火。短期内，AMD已经处于下行趋势，中国的消息称他们正准备把它放在刀口上，以此与美国进行回击，试图展示实力，因为禁止TikTok导致中国撤资并转向一家私有公司。这将是数月的长时间过程，不会有好的结局。
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我可以看到人工智能的显著和普及，以及英伟达在其中发挥的作用，但考虑到基本面远远赶不上其市值，股票现在已经相当昂贵。
供参考，它的市值仅比苹果的市值差不到10%，但营业收入差距达到5倍，利润差距达到4倍...
除非明年的增长率仍然保持在250%的同比增长，否则需要好几年时间才能让这两个基本面相互一致。
$英伟达 (NVDA.US)$
供参考，它的市值仅比苹果的市值差不到10%，但营业收入差距达到5倍，利润差距达到4倍...
除非明年的增长率仍然保持在250%的同比增长，否则需要好几年时间才能让这两个基本面相互一致。
$英伟达 (NVDA.US)$
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GuruGuruGulu : 为什么肯定是 170？？![[尴尬]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "尴尬")