07/24/2024, 05:06 PM UTC
英伟达：当前估值更像是赌博而非投资Nvidia: Looks More Like Gambling Than Investing At Current Valuation
1、多个DCF情景表明，英伟达当前3万亿美元的市场估值仅在 unrealistic 假设下才合理。2、尽管估值过高，但由于英伟达在人工智能革命中的领先地位，该股票获得了中性持有评级。3、以超过内在价值50%的溢价购买似乎风险很大，受情绪和FOMO驱动。1. Multiple DCF scenarios suggest Nvidia's current $3 trillion market cap is only justified by unrealistic assumptions. 2. Despite overvaluation, the stock receives a neutral Hold rating due to Nvidia's leading role in the AI revolution. 3. Paying a 50% premium over intrinsic value appears risky, driven by sentiment and FOMO.
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