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尚 (shang, shang)
@lasertheend
Joined September 2013
0 Following    0 Followers
尚 (shang, shang)@lasertheend
2026.05.27 02:56
光通信公司的远期市盈率高达 44 至 117 倍，而英伟达的市盈率仅为 26 倍，存储芯片制造商更是低至 7 倍 。这为投资者提供了一种策略组合：做多存储芯片和英伟达，做空光通信公司和 Vertiv，这种组合在 AI 资本支出无论是持续还是见顶的情况下，都具有正向预期价值
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