[標的] NVDA(輝達)是否難以複製過去2年漲幅?
標的:NVDA
分類:討論
分析/正文:
從2022年底低點至今,漲幅達700%
https://imgur.com/jr4hzKL
但這漲幅未來是否難以複製?
原因1: 市值已經過於龐大
經過這波狂漲,NVDA市值已達2.2兆
目前排名第一的MSFT也才3兆
https://imgur.com/Xw5SlAx
若只要求NVDA股價在未來短時間再漲100%翻倍就好
等於要求短時間內變出一個近5兆的企業 難度不低
比較 : 蘋果AAPL從1.4兆變成現在2.8兆,花了4年
https://imgur.com/Z0tbupP
而且還是在2020年的印鈔放水推波助瀾下,這種寬鬆環境未來暫時難再看到
原因2:NVDA晶片買家除了大科技公司之外有限
除了科技巨頭之外,有大量購買NVDA CHIP的屈指可數(甲骨文、戴爾..)
在客戶有限情況下
加上科技巨頭已囤積大量的算力,未來購買的力道可能不會有如之前的爆發力
兩大因素下,營收天花板就容易見頂
ALL IN輝達,一生發達
但現在大家承擔著風險ALL IN個股輝達
目的就是希望能有之前爆發式的增幅
請問未來1~2年這種增幅是否難以複製了?
THANKS
--
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※ 編輯: HolyMickey (111.243.97.217 臺灣), 05/13/2024 22:35:37
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