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美股周先森

美股周先森

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美股周先森

11-23

一些分析把黄仁勋的乐观口径与 2000 年思科 CEO 对“第二次工业革命”的表述作类比，是因为： • AI 投资规模巨大 • 估值处于高位 • 市场情绪和杠杆很高但本质不同： ✘ 2000 年思科面对的是“没有盈利的互联网公司” ✔ 2024–2025 年英伟达面对的是“真实、高利润的 AI 基建需求” 目前英伟达的现金流与利润是真实而巨大，不属于当年的“泡沫式收入”。但市场确实在问一个关键问题：英伟达的增长能否持续五年？还是已进入周期高点？这才是股价的核心争议。

抱歉，原内容已删除

美股周先森

09-15

这是在意淫吗？[回头] 对标苹果17你怎么敢的

抱歉，原内容已删除

美股周先森

09-11

你们训练的还能用吗[汗颜]

抱歉，原内容已删除

美股周先森

08-23

这又涨上来了咋整？

去老虎APP查看更多动态

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