《Nvidia Might Not Survive This...》
NVDA股价短期内将上涨，但长期将跌至2023年水平，原因是其存在类似影子银行的高风险敞口。
英伟达刚刚发布了一项震惊市场的公告。英伟达的盈利远超预期，销售额增长超过70%。你知道，英伟达今天将发布报告，盈利将再次爆发。
Nvidia just came out with an announcement that shocked the market. >> Nvidia crushed earnings expectations on sales that rose more than 70%. >> You know, Nvidia is going to give us their report today and the earnings are going to blow out again.
但我认为英伟达的故事还有另一面，更黑暗的一面，黄仁勋不想让你知道。而且这一面你绝对不会在主流媒体上听到。我认为这一现实可能会让股价暴跌。
>> But I think there's another side of the Nvidia story, a much darker side that Jensen doesn't want you to know about. And it's a side of the story that you definitely won't hear about in the mainstream media.
And I think this reality could bring the share price crashing down.