Aletheia Capital 将 NVIDIA 评级下调至持有，$1650 亿 AI 融资敞口引发担忧
$NVDA - NVIDIA DOWNGRADED TO HOLD AS $165 BILLION AI FINANCING EXPOSURE RAISES CONCERNS Aletheia Capital has downgraded Nvidia from Buy to Hold and wi...
AI 导读
Aletheia Capital 将 NVIDIA 评级从买入下调至持有，并撤回 $340 目标价，理由是 AI Computing Partner program 带来的财务风险和潜在内部动荡。