【AI生成】超微电脑：中期关注竞争格局，长期看好AI基础设施趋势

张山投资笔记

了解超微电脑的朋友，可以帮忙看下报告执行可行性，谢谢~ [比心]

$纳斯达克(.IXIC)$ $超微电脑(SMCI)$ $道琼斯(.DJI)$ @爱发红包的虎妞 @话题虎

AI泡沫论！美股现在的估值，合理吗？

近日亚马逊CEO贝佐斯接受访谈，表示：AI就算是泡沫，也是好泡沫！美股当前，特别是科技板块，七巨头的估值水平远高于市场平均——eg. $英伟达(NVDA)$ 的P/E 52.66， $特斯拉(TSLA)$ 的P/E是 250+……【大家觉得美股现在估值合理吗？你愿意为谁的估值买单？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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