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- AyibebeAyibebe
  ·01-07
  根据 Brad Gerstner 的观点与当前市场数据，英伟达（NVDA）正处于从“估值驱动”转向“业绩驱动”的关键期：虽然股价在 $188 附近震荡，但 25倍的市盈率相对于 65% 的盈利增速显现出极高的性价比，在 2026 年 AI 基础设施投资持续爆发及 Vera Rubin 新架构的支撑下，基本面依然强劲。简而言之：短期虽有震荡压力，但只要业绩能持续兑现，目前价位具有较强的安全边际，中长期走势依然坚定看涨，机构共识目标价指向 $250 以上。
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