EPISODE · Nov 5, 2025 · 9 MIN
6 个应抛售英伟达的理由
from 茶水S的美股交易
1. 未来盈利能力假设过于激进2. 竞争压力持续加剧3. 台积电供应链风险4. 能源容量约束限制行业增长5. 全民基本收入或引发税收政策突变6. “循环交易” 暗示需求峰值临近
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6 个应抛售英伟达的理由
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This episode is 9 minutes long.
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This episode was published on November 5, 2025.
What is this episode about?
1. 未来盈利能力假设过于激进2. 竞争压力持续加剧3. 台积电供应链风险4. 能源容量约束限制行业增长5. 全民基本收入或引发税收政策突变6. “循环交易” 暗示需求峰值临近
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