总的来说,英伟达2017年来确实表现很不错,但是,正如香橼报告中所提醒的那样,如此高的股价,和如此迅猛的上涨势头,确实值得警惕。而AI这个市场中,潜伏者各路巨头,比如谷歌和英特尔,对英伟达来说,前景虽好,但想胜出不会如此轻松。
参考资料:
1.http://citronresearch.com/nvidia-trade-back-130/
2.http://www.investopedia.com/news/why-amd-nvidia-are-poised-biggest-drops-amd-nvda/
3.https://mp.weixin.qq.com/s?src=3×tamp=1497323987&ver=1&signature=TuAMvlukldb23hcWJPdVOp8P8bAFnBRM-EHMq2o2BzSmxXJu2xol*HaZqg3OMl*Azk3O1KlJ4Tw6Fvys4EHWCkkKWWteKuk8u0tDvayV1ESIDbaxhdNpWky6dpK72ZFa3w5Of24DFBEXvIM25FENbX-lcRRjb8fmx-TZgGAUxzQ=