nozt3e
2023.09.11 00:59

$NVIDIA(NVDA.US)假定業績沒有造假,單從基本面來講,合理估值在 800 以上。但從技術面來講,年度漲幅過高,的確有泡沫。但是基本面一點泡沫都沒有,甚至乾的像沙漠。

如果業績造假,我覺得以英偉達的市場競爭力,和歷史盈利表現,完全沒必要,除非整個歷史都造假,過往的上市公司的業績造假基本上都是公司快乾不下去了 才做的,英偉達離這個情況差遠了。稍微了解芯片這個市場的人都明白,英偉達整個業績歷史造假是幾乎不可能的。

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