SemiVoice

seekingalpha

03/19/2025, 12:18 PM UTC

GTC活动后，英伟达迎来罕见的买入机会Nvidia: A Rare Buying Opportunity Following The GTC Event

1、英伟达进军AI机器人领域，预计将多元化其业务，降低半导体周期性，并扩大其总体可寻址市场（TAM）；2、近期市场表现不佳使得NVDA在回调时成为‘买入’机会，尤其是随着AI和机器人领域的积极发展；3、英伟达的新Blackwell Ultra芯片预计将吸引大型科技公司的显著需求。

1. Nvidia's expansion into AI robotics is set to diversify its business, reducing semiconductor cyclicality and expanding its total addressable market (TAM).; 2. The recent market underperformance makes NVDA a 'Buy' on the dip, especially with promising AI and robotics developments on the horizon.; 3. Nvidia's new Blackwell Ultra chip is expected to drive significant demand from mega-cap tech firms.

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