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GuruGuruGulu
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$美國超微公司 (AMD.US)$ 希望大家要注意我的建議，英特爾、AMD和谷歌現在都處在中國的火線上，你們在玩火。短期內，AMD已經處於下降趨勢，中國的資訊指出，他們打算將其放到斧頭下，與美國進行對等報復，以彰顯自己的實力，因為美國禁止抖音，導致中國要削減對其的所有權，並將其轉為私營公司。這需要幾個月的時間才能實現，並且結果不會好。
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雖然我可以看到人工智能的重要性和普及度，以及英偉達在其中的角色，但考慮到基本面與市值之間還有很大差距，股票現在相當昂貴。
僅供參考，其市值與蘋果相差僅10％，但其營業收入差異為5倍，利潤差異為4倍...
除非明年的增長率仍然保持在250％年增長率，否則這2種基本面將需要多年才能相互吻合。
$英偉達 (NVDA.US)$
僅供參考，其市值與蘋果相差僅10％，但其營業收入差異為5倍，利潤差異為4倍...
除非明年的增長率仍然保持在250％年增長率，否則這2種基本面將需要多年才能相互吻合。
$英偉達 (NVDA.US)$
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GuruGuruGulu : 為什麼確定 170？??![[尴尬]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "尴尬")