El-Erian 评 NVIDIA“关键人物风险”：市场恐未充分定价
The so-called “key-man risk” looms large here, and it’s doubtful markets have adequately priced it in. This will not be easy for the board to navig...
AI 导读
Mohamed El-Erian 在 FT 相关讨论中指出，NVIDIA 面临的所谓“关键人物风险”十分突出，而市场恐怕尚未将其充分计入定价。他同时表示，这一风险对董事会而言将不易应对。