04/06/2025, 01:50 PM UTC
NVIDIA：2020年估值下的廉价股Nvidia: Bargain At 2020 Valuation
1. 近期市场抛售将英伟达的估值推回到2020年的水平，当时其数据中心业务鲜为人知。2. 尽管股价下跌，但英伟达的基本面依然强劲。3. 风险包括GPU定价能力减弱以及超大规模计算公司资本支出缩减和半导体关税的潜在影响。1. The recent market sell-off has pushed Nvidia's valuation back to 2020 levels, when its data center segment was little-known. 2. Despite the stock's decline, Nvidia's fundamentals remain strong. 3. Risks include GPU pricing power weakening and potential impacts from hyperscaler CapEx pullbacks and semiconductor tariffs.---
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