分析师警告：黄仁勋若卸任CEO 英伟达估值或缩水近30%

2026-11-13 · 富祥策略

жүӢжңәжҹҘзңӢиҙўз»Ҹеҝ«и®Ҝ дёҖжүӢжҺҢжҸЎеёӮеңәи„үжҗҸ гҖҖгҖҖ科жҠҖеҲҶжһҗеёҲиӯҰе‘Ҡз§°пјҢеҰӮжһңиҝ‘жңҹйҷ·е…Ҙдәүи®®зҡ„йҰ–еёӯжү§иЎҢе®ҳпјҲCEOпјүй»„д»ҒеӢӢиў«иҝ«зҰ»иҒҢпјҢ дәәе·ҘжҷәиғҪ пјҲAIпјү

жүӢжңәжҹҘзңӢиҙўз»Ҹеҝ«и®Ҝ

дёҖжүӢжҺҢжҸЎеёӮеңәи„үжҗҸ

гҖҖгҖҖ科жҠҖеҲҶжһҗеёҲиӯҰе‘Ҡз§°пјҢеҰӮжһңиҝ‘жңҹйҷ·е…Ҙдәүи®®зҡ„йҰ–еёӯжү§иЎҢе®ҳпјҲCEOпјүй»„д»ҒеӢӢиў«иҝ«зҰ»иҒҢпјҢ дәәе·ҘжҷәиғҪ пјҲAIпјүиҠҜзүҮйҫҷеӨҙе…¬еҸё иӢұдјҹиҫҫ еҸҜиғҪйқўдёҙеӨ§е№…дј°еҖјжҠҳд»·гҖӮ

гҖҖгҖҖYorkville IvesеҗҲдјҷдәәгҖҒиө„ ж·ұ科жҠҖ еҲҶжһҗеёҲдё№В·иүҫеӨ«ж–ҜпјҲDan Ivesпјүе‘ЁдәҢиЎЁзӨәпјҡвҖңжҲ‘们и®ӨдёәпјҢеҰӮжһңй»„д»ҒеӢӢиў«и§ЈйҷӨCEOиҒҢеҠЎпјҢ иӢұдјҹиҫҫ дҪңдёәдёҖ家дјҒдёҡеҸҠе…¶иӮЎзҘЁзҡ„д»·еҖјеҸҜиғҪдёӢйҷҚ25%иҮі30%гҖӮиҝҷдёҚд»…дјҡж”№еҸҳе…¬еҸёзҡ„жңӘжқҘеҸ‘еұ•ж–№еҗ‘пјҢиҝҳе°Ҷжҳҫи‘—ж”№еҸҳзҫҺеӣҪд№ғиҮіе…ЁзҗғAIеӣҫеҪўеӨ„зҗҶеҷЁпјҲGPUпјүеёӮеңәзҡ„з«һдәүж јеұҖпјҢе°Өе…¶жҳҜеңЁдёӯеӣҪеёӮеңәгҖӮвҖқ

гҖҖгҖҖй»„д»ҒеӢӢдёҠе‘Ёж—ҘеңЁеҸ‘з»ҷе‘ҳе·Ҙзҡ„дёҖе°Ғ з”өеӯҗ йӮ®д»¶дёӯжүҝи®ӨдәҶиҮӘе·ұжңүе©ҡеӨ–жғ…гҖӮ иӢұдјҹиҫҫ и‘ЈдәӢдјҡе·Іе°ұзӣёе…ідәүи®®еҗҜеҠЁзӢ¬з«Ӣи°ғжҹҘгҖӮ

гҖҖгҖҖз”ұдәҺзӣёе…ідәүи®®з»ҷй»„д»ҒеӢӢд№ғиҮіиӢұдјҹиҫҫзҡ„еүҚжҷҜи’ҷдёҠйҳҙеҪұпјҢиӢұдјҹиҫҫиӮЎд»·е‘ЁдёҖдёӢи·Ң4.27%пјҢ收зӣҳиӮЎд»·дёә178.67зҫҺе…ғгҖӮ

гҖҖгҖҖиүҫеӨ«ж–ҜеҶҷйҒ“пјҡвҖңй»„д»ҒеӢӢжҳҜиӢұдјҹиҫҫзҡ„ж ёеҝғзҒөйӯӮпјҢе…¬еҸёзҡ„AIдёҡеҠЎжҲҗеҠҹеҸҠжңӘжқҘйӣ„еҝғеңЁеҫҲеӨ§зЁӢеәҰдёҠеҸ–еҶідәҺд»–иғҪеҗҰ继з»ӯжӢ…д»»CEOгҖӮвҖқ

гҖҖгҖҖд»–ејәи°ғпјҡвҖңй»„д»ҒеӢӢжҳҜдёҚеҸҜжӣҝд»Јзҡ„гҖӮиӢұдјҹиҫҫзҺ°жңүз®ЎзҗҶеӣўйҳҹдёӯпјҢжІЎжңүе…¶д»–дәәиғҪеӨҹж— зјқжҺҘд»»CEOдёҖиҒҢгҖӮиҝҷд№ҹеҮёжҳҫдәҶиӢұдјҹиҫҫеҰӮд»Ҡйқўдёҙзҡ„е…ій”®дәәзү©йЈҺйҷ©пјҲKey Man RiskпјүпјҢжҠ•иө„иҖ…е°ҶеңЁиӮЎзҘЁдј°еҖјдёӯиҖғиҷ‘иҝҷдёҖеӣ зҙ гҖӮвҖқ

гҖҖгҖҖиӢұдјҹиҫҫжҲҗз«ӢдәҺ1993е№ҙ4жңҲпјҢй»„д»ҒеӢӢжҳҜе…¬еҸёдёүеҗҚиҒ”еҗҲеҲӣе§Ӣдәәд№ӢдёҖпјҢиҮӘеҲӣз«Ӣд»ҘжқҘдёҖзӣҙжӢ…д»»жҖ»иЈҒе’ҢCEOгҖӮ

гҖҖгҖҖдёҚиҝҮпјҢйў„жөӢеёӮеңәеҸӮдёҺиҖ…зӣ®еүҚ并жңӘе°Ҷй»„д»ҒеӢӢзҰ»д»»и§Ҷдёәдё»иҰҒжғ…жҷҜгҖӮ

гҖҖгҖҖж №жҚ®йў„жөӢеёӮеңәе№іеҸ°PolymarketжҲӘиҮі11жңҲ10ж—Ҙзҡ„дәӨжҳ“ж•°жҚ®пјҢй»„д»ҒеӢӢеңЁд»Ҡе№ҙе№ҙеә•еүҚе®ЈеёғиҫһиҒҢжҲ–иў«зҪўе…Қзҡ„йҡҗеҗ«жҰӮзҺҮзәҰдёә14%пјҢеңЁ2027е№ҙ3жңҲеә•еүҚе®ЈеёғзҰ»д»»зҡ„йҡҗеҗ«жҰӮзҺҮзәҰдёә23%гҖӮ

гҖҖгҖҖе°Ҫз®Ўз®ЎзҗҶеұӮзҡ„дёҚзЎ®е®ҡжҖ§з»ҷиӢұдјҹиҫҫиӮЎд»·еёҰжқҘеҺӢеҠӣпјҢдҪҶйғЁеҲҶеҚҺе°”иЎ—жңәжһ„д»ҚеҜ№е…¬еҸёзҡ„еҹәжң¬йқўе’ҢеҚіе°Ҷе…¬еёғзҡ„иҙўжҠҘжҢҒд№җи§ӮжҖҒеәҰгҖӮ

гҖҖгҖҖиӢұдјҹиҫҫе®ҡдәҺзҫҺдёңж—¶й—ҙ11жңҲ17ж—ҘзӣҳеҗҺе…¬еёғдёүеӯЈеәҰиҙўжҠҘгҖӮ

гҖҖгҖҖ й«ҳзӣӣ еңЁ11жңҲ9ж—ҘеҸ‘еёғзҡ„з ”жҠҘдёӯйў„жөӢз§°пјҢиӢұдјҹиҫҫ2027иҙўе№ҙ第дёүиҙўеӯЈиҗҘ收1100.81дәҝзҫҺе…ғпјҢз•Ҙй«ҳдәҺеёӮеңәйў„жңҹпјӣ ж•°жҚ®дёӯеҝғ 收е…ҘзәҰ1025.51дәҝзҫҺе…ғпјҢжҜӣеҲ©зҺҮ74.1%пјҢй«ҳдәҺеёӮеңәйў„жңҹзҡ„73.1%пјӣжҜҸиӮЎж”¶зӣҠ2.57зҫҺе…ғпјҢи¶…йў„жңҹзәҰ6%гҖӮ

гҖҖгҖҖ й«ҳзӣӣ иЎЁзӨәпјҢиӢұдјҹиҫҫ第еӣӣиҙўеӯЈиҗҘ收预计иҫҫеҲ°1248.14дәҝзҫҺе…ғпјҢжҜҸиӮЎж”¶зӣҠ2.88зҫҺе…ғпјҢеҗҢж ·й«ҳдәҺеёӮеңәйў„жңҹзәҰ6%пјҢдё»иҰҒеҸ—зӣҲеҲ©иғҪеҠӣж”№е–„жҺЁеҠЁгҖӮ

гҖҖгҖҖ й«ҳзӣӣ з»ҙжҢҒиӢұдјҹиҫҫвҖңд№°е…ҘвҖқиҜ„зә§е’Ң300зҫҺе…ғзҡ„зӣ®ж Үд»·гҖӮ

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