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黄仁勋好威 外资评价AI:买进NVIDIA、卖出SMCI
外资对人工智慧AI族群有不同的看法,日本瑞穗证券(Mizuho)在11月的AI口袋名单中,NVIDIA获选为新首选的个股,因为这家AI领头羊在资料中心市场中,位居强大的领先地位。瑞穗重申NVIDIA买进的评等,并将目标价设订在 ...
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