Is Dan Bin bearish on NVIDIA?
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Dan Bin shared the views of his colleague Huang Haiping in his social circle, believing that NVIDIA's products are essentially "capital goods" or "durable consumer goods," leading to significant demand fluctuations. Huang Haiping pointed out that computing power is a reusable resource, and although the demand for computing power is rising, the demand for AI chips may decline. He mentioned that NVIDIA's revenue volatility is extremely high, raising market speculation about Dan Bin's bearish outlook on NVIDIA
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