03/27/2025, 05:02 AM UTC
NVIDIA：投资者应放下DeepSeek恐惧，是时候放手一搏了Nvidia: Time For Investors To Let Go Of The DeepSeek Fear
1. 尽管股价下跌了21.8%，但作者仍维持对NVDA的买入评级，原因是强劲的人工智能资本支出和Blackwell芯片的高效性。2. DeepSeek事件并未减少人工智能支出；Blackwell对于高级人工智能模型至关重要，在效率和性能上优于Hopper。3. 投资者情绪与管理层的证据支持乐观之间存在脱节；NVDA在人工智能领域的领导地位依然强劲，从当前水平看有显著的上涨潜力。1. Despite a 21.8% stock decline, the author maintains a BUY rating on NVDA due to strong AI capex spending and superior Blackwell chip efficiency. 2. The DeepSeek saga has not reduced AI spending; Blackwell remains crucial for advanced AI models, outperforming Hopper in efficiency and capability. 3. Investor sentiment is disconnected from management's evidence-backed optimism; NVDA's leadership in AI remains strong, with significant upside potential from current levels.---
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