Nvidia

英伟达的双重压力：Kyber延期迷雾与华为崛起，170欧元防线能否守住？

Brett Shapiro -

英伟达的金融化转型：利润共享、高管换血与Kyber延期的三重奏

kashif hafeez -

Nvidia’s Dual Pivot: Ceding China to Huawei While Lending Its Way to Recurring Revenue

kashif hafeez -

芯片物理极限下的金融突围：英伟达的算力债主新角色

Nvidia’s China Retreat and the AI Factory Gambit

从AI算力“制造者”到物理世界“开拓者”：Nvidia的营收革命与价值重塑

kashif hafeez -

英伟达的冰火两重天：空头Burry入场，云芯片租金暴跌30% vs. 政府AI六千亿市场

angelina -

Nvidia’s New Calculus: From Chip Sales to Recurring Revenue as Market Tests Its Transformation

英伟达的“双线叙事”：五千亿美元本土工厂遍地开花，中国市场却被华为蚕食

Brett Shapiro -

Nvidia Faces a Dual Squeeze: Losing China While the AI Scarcity Narrative Unravels

Brett Shapiro -

英伟达的”双轮”帝国：从政府绝密AI到400亿美元风险棋盘

kashif hafeez -

Nvidia’s Inference Era Dawns as Vera Rubin Ramps — But Markets Remain Sceptical

kashif hafeez -

Nvidia’s $30 Billion Sovereign AI Win and 31% GPU Rental Drop Point to a Market in Transition

kashif hafeez -

英伟达股价回撤11%却藏53%目标溢价：Vera Rubin量产与RTX Spark能否扭转预期？

angelina -

英伟达的多空对峙：中国收入归零与GPU租金骤降，基本面为何仍在创纪录？

angelina -
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