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TomGGman
@TomGGmam
Joined February 2022
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TomGGman
@TomGGmam
2026.11.13 03:23
黄仁勋下台对英伟达股价是利好! 过去两年英伟达股价完全停滞,因为黄仁勋把赚到的钱借给下游AI公司、投资下游企业同时还给GPU做残值担保。然而,他完全忽视了股东的需求。 换句话来说,如果过去两年股价一直上涨,请问现在谁能动得了黄仁勋?一切都是成果说话。维持竞争力固然重要,但你把股东诉求完全忽视,这就是你下台如此快的原因。 新任CEO只需要做好回购+分红,专注于研发和销售,停止借贷、担保和无意义的投资即可获得全体股东和董事会的支持。 现在是回馈忠诚于英伟达的股东的时刻了!
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