04/07/2025, 05:32 PM UTC
英伟达股价被低估，原因如下Nvidia Stock Is Oversold, Here's Why
1、由于特朗普的贸易关税引发的市场恐慌，英伟达的股价被低估，但半导体目前豁免，减少了即时影响；2、英伟达的主要供应商台积电正在扩大美国本土设施，以减轻未来关税风险并加强美国制造能力；3、AI革命将推动英伟达的增长，预计数据中心资本支出将显著增加，尽管短期内存在贸易不确定性，但长期需求得到保证。1. Nvidia's stock is oversold due to market panic from Trump's trade tariffs, but semiconductors are currently exempt, reducing immediate impact; 2. Nvidia's key supplier TSMC is expanding US-based facilities to mitigate future tariff risks and strengthen US manufacturing capabilities; 3. The AI revolution will drive Nvidia's growth with significant Data Center CAPEX expected, ensuring long-term demand despite short-term trade uncertainties.---
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