Duan Yongping announced: Ready to start selling some NVIDIA puts, NVIDIA is a very good company
段永平在雪球網宣佈準備開始賣點英偉達的 put，稱英偉達是一家很不錯的公司。儘管他表示對英偉達的理解不夠全面，但仍對 AI 領域表示關注。英偉達在四季度營收放緩的情況下仍創下新高，Blackwell 的營收達到 110 億，且 Q1 指引優於預期，黃仁勳透露一季度 Blackwell 芯片銷售額已達數十億美元。
在英偉達公佈業績之後，段永平在雪球網表示：“儘管沒完全看懂 NVDA（英偉達），但我還是準備開始賣點 NVDA 的 put 了。AI 值得關注，NVDA 其實是個很不錯的公司。” 英偉達四季度營收放緩仍創新高，Blackwell 創收 110 億，Q1 指引優於預期，黃仁勳稱一季度 Blackwell 芯片的銷售額已達數十億美元。
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