观点英伟达

Enthusiastic Nvidia investors may need a reality check
英伟达投资者需警惕热情过头

TSMC and Samsung have not enjoyed similar boosts to the US chip designer because their shareholders are aware of the risks ahead
台积电和三星的股票未能享受到与英伟达同样的涨势,英伟达投资者应从它们面临的风险中获得启示。

Nvidia’s share price has more than tripled this year. Expectations of unprecedented demand for artificial intelligence chips have pushed the US chip designer to a market capitalisation of more than $1tn. So why have Asian chipmakers — the companies that make all of Nvidia’s chips — reported their lowest earnings in years?

英伟达(Nvidia)的股价今年上涨了两倍多。对人工智能芯片需求将达到空前规模的预期,已将这家美国芯片设计公司的市值推至逾1万亿美元。

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