SemiVoice

seekingalpha

04/13/2025, 06:38 AM UTC

英伟达：一代投资，非对称上涨潜力Nvidia: A Generational Investment With Asymmetric Upside

1、英伟达是人工智能的支柱，主导GPU、CUDA和数据中心加速；2、公司的利润率大幅增长，运营利润率超过65%，净利润率超过55%；3、尽管竞争加剧，但英伟达的AI生态系统创造了一个类似于苹果iOS在移动领域的粘性环境。

1. Nvidia is the backbone of AI, dominating GPUs, CUDA, and data center acceleration; 2. The company's margins have exploded, with operating margins at 65%+ and net profit margins at 55%+; 3. Despite rising competition, Nvidia's AI ecosystem creates a sticky environment similar to Apple's iOS in mobile.

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