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在市場聚焦中東和美聯儲的時候，或許決定美股乃至全球市場命運的是英偉達。
英偉達股價目前較一個月前的歷史高點下跌了 11%，似乎仍然走在當年思科的路上。
當然兩家公司、兩輪科技週期有巨大的區別，許多分析都指出，當今的英偉達有堅實的盈利基礎，足以支撐當前的估值，遠好於當年 “純泡沫” 的思科。
歷史會重演嗎？
Source: 華爾街見聞 The copyright of this article belongs to the original author/organization.
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