03/05/2025, 06:59 PM UTC
英伟达：泡沫或许终于要破裂了Nvidia: The Bubble Might Finally Be Bursting
1. 尽管第四季度业绩超出预期，但英伟达的股价却因EPS增长不及预期和令人失望的展望而下跌，表明未来收益增长已被市场定价。2. 英伟达将收益转化为现金流的能力较差，应收账款和存货的增长异常，引发担忧。3. 贸易限制和关税，尤其是特朗普政府的政策，对英伟达的价格和主要客户的需求构成重大阻力。4. 技术分析显示看跌信号，包括潜在的死亡交叉模式，表明英伟达的股票在短期内面临不利的风险回报状况。1. Despite a double beat in Q4 earnings, Nvidia's stock has declined due to smaller EPS surprises and disappointing guidance indicating potential future earnings growth is already priced in. 2. Concerns arise from Nvidia's poor conversion of earnings into cash flows, with unusual growth in accounts receivable and inventory. 3. Trade restrictions and tariffs, along with performance issues and fading hype around GenAI, pose significant headwinds for Nvidia. 4. Technical analysis shows bearish signals, suggesting an unfavorable risk-reward scenario for Nvidia's stock in the near term.---
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