Nvidia's stock is highly overvalued despite its impressive growth and profitability, making it a risky buy at current prices.
昨日,天风国际证券知名分析师郭明錤发布了关于英伟达Blackwell GB200芯片的产业链订单信息,揭示了微软在全球云服务商中的领先地位。据郭明錤透露,微软已成为全球最大的GB200客户,今年第四季度其订单量激增3至4倍,远超其他所有云服务商的总和 ...
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高盛、摩根士丹利等机构将矛头直指英特尔,认为其订单减少是阿斯麦“爆雷”的主要原因。分析称,尽管DDR5和HBM等AI芯片的相关支出持续,但这些不如逻辑芯片需求般依赖EUV,因此无法抵消逻辑芯片领域的疲软。 Bernstein ...
10 月 21 日消息,天风国际证券分析师郭明錤昨日发布英伟达 Blackwell GB200 芯片的产业链订单信息显示,目前微软是全球最大的 GB200 客户,今年第四季度订单量激增 3—4 倍,订单量超过其他所有云服务商的总和。
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