It is still necessary to keep up with the Nvidia (Nv) related chain. Both the performance and the detailed changes within the industrial chain have been quite significant. The market has still set a valuation range for "Brother Da," which is between 90 and 115. This valuation already incorporates pessimistic expectations such as geopolitical factors, excess computing power, GB (presumably some abbreviation, you may need to clarify) delays, and the downward adjustment of shipments. Both the expectations and the sentiment have bottomed out. As long as it continues to benefit from Nvidia (N) in the future, it just needs to gradually get through this difficult period.
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