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伟达股价将至多暴跌48%。DA Davidson当时认为，超大型科技公司的支出可能会在2026年达到顶峰，这可能会对英伟达的业务产生重大影响。　　DA Davidson科技研究主管吉尔·卢里亚（Gil Luria）及其分析师团队在最新的报告中写道：“我们对人工智能计算需求增长的日益乐观的看法，取代了我们对英伟达的担忧。”　　在英伟达发布财报后不久，Luria曾在一份报告中表示，由于人工智能在企业中

长期收益预期，把握安全、政策与市场三重因素。责任编辑：陈平

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