SemiVoice

seekingalpha

03/14/2025, 07:29 AM UTC

英伟达：股价下跌，是时候加仓了Nvidia: Shares Have Dipped, Time To Load Up

1、英伟达面临来自DeepSeek和AMD等公司的日益激烈的竞争；2、NVDA的业务模式专注于先进GPU和数据中心产品；3、尽管业绩强劲，NVDA的毛利率有所下降，游戏部门也出现了收入损失；4、分析师对NVDA持看涨观点，为2027年设定了164美元的目标价。

1. Nvidia faces increasing competition from companies like DeepSeek and AMD; 2. NVDA's business model focuses on advanced GPUs and data center products; 3. Despite strong financial performance, NVDA's gross margins have declined and the gaming segment has seen revenue losses; 4. The analyst maintains a bullish view on NVDA, setting a target price of $164 for 2027.

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