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黄河出现2025年第1号洪水

今年7月以来英伟达股价陷入停滞，年内涨幅约30%，跑输费城半导体指数（SOX）的38%。这种股价停滞与盈利增长的背离，导致其预期市盈率（P/FE）大幅回落至25倍以下。　　Bernstein分析师Stacy A． Rasgon等人认为，无论是从绝对估值还是相对估值来看，英伟达目前都极度“便宜”。相对于半导体行业整体，英伟达目前的交易价格有约13%的折价，处于过去十年中的“第一百分位”。　　分析师强

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