EPISODE · Oct 8, 2025 · 5 MIN
高盛最新研报：NVIDIA 的“循环收入”故事，真能持续吗？
from 左兜进右兜
今天来聊一份高盛刚刚发布的研究报告。时间是 2025 年 10 月 6 日，机构是 高盛（Goldman Sachs），研报17页。标题是： 《Considering the impact of OpenAI and strategic investments on the business》。分析师是 James Schneider 团队。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》在小宇宙查看该单集文稿
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高盛最新研报：NVIDIA 的“循环收入”故事，真能持续吗？
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