12/28/2024, 03:48 AM UTC
NVIDIA：对博通风险的现实审视Nvidia: A Reality Check On The Broadcom Risk
1、NVIDIA的“AI之王”地位受到威胁，因为主要客户转向博通定制芯片和系统；2、由于投资者对NVDA未来AI解决方案需求的担忧，NVDA股价下跌；3、怀疑论者可能忽视了NVIDIA的关键优势和保持牛市案例的明智策略。1. Nvidia's 'king of AI' status is threatened as top customers turn to Broadcom for custom chips and systems; 2. NVDA stock has dipped due to investor concerns over future demand for its AI solutions; 3. Skeptics may be overlooking Nvidia's key strengths and strategies that keep the bull case alive.
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