04/01/2025, 06:38 PM UTC
如果你要买英伟达，现在就是时候（评级上调）If You're Ever Going To Buy Nvidia, This Is The Time (Rating Upgrade)
1. 英伟达近期股价下跌，由于其竞争地位、强劲的资产负债表和合理的估值，提供了买入机会；2. 尽管对AI收入增长和关税的担忧，英伟达在GPU方面的创新和在生成式AI领域的领先地位支持其长期增长前景；3. 公司最新季度显示，收入同比增长78%，数据中心收入强劲，净现金余额表稳健。1. Nvidia's recent stock sell-off presents a buying opportunity due to its competitive positioning, strong balance sheet, and reasonable valuation; 2. Despite concerns about AI revenue growth and tariffs, Nvidia's innovation in GPUs and dominance in generative AI support long-term growth prospects; 3. The company's latest quarter showed impressive 78% YoY revenue growth, with strong data center revenues and a solid net cash balance sheet.---
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