03/03/2025, 05:44 AM UTC
英伟达Q4财报超预期后股价暴跌：或为熊市开始Nvidia's Stock Plunges After Q4 Earnings 'Beat': Possibly Start Of Bear Trend
1、尽管英伟达2024年业绩强劲，但其近3万亿美元的市场价值引发对其长期价值的担忧；2、CEO对AI计算需求的乐观预测可能不会导致收入/利润的持续增长；3、进入新业务可能注定失败，因为科技巨头历史上的尝试往往无法产生显著的利润；4、管理层对新业务的重视引发了对核心业务强度和长期增长风险的担忧。1. Nvidia's strong 2024 growth is overshadowed by concerns about its long-term value with its near $3 trillion market cap; 2. CEO's optimistic AI compute demand projections may not lead to sustained revenue/profit growth; 3. Diversification into new businesses may be ill-fated, as tech giants' historical attempts often fail to generate significant profits; 4. Management's emphasis on new ventures raises concerns about the core business strength and long-term growth risks.---
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