#英伟达
#芯片
#播客
过去一周，听了两期季宇（知乎账号）做客聊英伟达、芯片的播客节目：
《英伟达的阳谋、破绽与野心| 对话行云创始人Mackler 季宇》
《如何成为下一个英伟达：与Mackler季宇聊AI芯片的突围之路》
BY codedump的电报频道
The S&P 500 slumped 1.8% on Monday and Tuesday, thanks to China Evergrande, the Chinese property company that looks like it is ready to default on its more-than $300 billion in debt. Cries of the next Lehman Brothers—or maybe the next Silverado?—echoed through the canyons of Wall Street as investors prepared for the worst.
However, analysts are positive on the stock now. “We have seen a huge downside movement in the stock due to the central electricity regulatory commission’s (CERC) order that seems to be negative from 2014-15 onwards but we cannot take a linear negative view on the stock and further downside movement on the stock is unlikely. Currently stock is underpriced. Investors can bet on it for a longer horizon," said Vivek Gupta, director research at CapitalVia Global Research.
codedump的电报频道 from us