英伟达跌5%,其支出回报及增长势头持续性引担忧

Odaily星球日报讯 英伟达(NVDA.O)周四早盘下跌 5%,拖累了美国主要股指。该股票周三收盘价创下了三个月来的新高。其乐观业绩未能提振投资者的情绪,因为越来越多的投资者对在人工智能领域的大规模投入所带来的回报表示担忧。这种市场反应反映出,人们越来越关注英伟达创纪录的增长势头能否持续下去。因为竞争对手正在推出新的人工智能加速器,大型企业正在投资定制芯片,而整个人工智能领域的支出周期也变得更加不均衡。摩根大通分析师在一份报告中表示:“这种普遍的反应表明投资者仍希望获得更多信息。我们认为,这与英伟达数据中心业务在 2027 财年的增长前景仍存在不确定性有关,尤其是考虑到主要客户大幅增加的资本支出预算。”(金十)

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