08/29/2024, 07:43 AM UTC
英伟达2025财年第二季度财报分析：黄仁勋失手，股价暴跌Nvidia Q2 FY2025 Review: Huang Fumbles, Stock Tumbles
1、英伟达2025财年第二季度财报显示营收和每股收益双双超预期，但由于毛利率收缩，股价仍下跌。2、由于行业周期性和竞争，公司中长期需求和利润率存在不确定性。3、英伟达股票被认为估值过高，五年预期复合年增长率低于投资门槛。1. Nvidia's Q2 FY2025 report showed a double-beat but failed to prevent a stock dip due to gross margin contraction. 2. The company's medium-to-long-term demand and margins are uncertain due to industry cyclicality and competition. 3. Nvidia's stock is considered overvalued, and the 5-year expected CAGR is below the investment hurdle rate.
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