05/04/2025, 05:12 PM UTC
英伟达：抛售过度，华为910D无法竞争Nvidia: Selloff Overdone, Huawei 910D Can't Compete
1、英伟达凭借生态系统和软件优势，在AI芯片领域保持领先，华为910D难以构成威胁；2、强劲的财务表现（收入增长、股票回购）增强了投资吸引力；3、股价较峰值下跌30%提供入场机会，Blackwell芯片和云合作将推动长期增长。1. Nvidia maintains AI chip leadership despite Huawei's 910D due to its ecosystem and software advantages; 2. Strong financial performance, including revenue growth and buybacks, supports investment appeal; 3. A 30% stock decline offers a discounted entry point, with Blackwell chips and cloud partnerships driving future growth.---
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