AI Power Play, Ms Gina Sanchez on Nvidia:

來源: 於 2024-02-23 11:01:36 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次

AI Power Play, Ms Gina Sanchez on Nvidia: 1. Sales momentum is a clear indicator of the massive demand for computational power; 2. Forward PE remains quite attractive at 32X; 3. Sticking with the microchip king.