香橼创始人称亚马逊将挑战英伟达AI芯片市场主导地位，目标价300美元

环球市场播报04-10

香橼创始人安德鲁·莱福特认为，亚马逊对英伟达在人工智能芯片领域的主导地位构成了最大威胁，并给予该股300美元的目标价，意味着较周四收盘价233.65美元有大约30%的上涨空间。　　莱福特做空英伟达已经有一段时间了，但他仍然认为该公司可能面临困境。　　这位做空者特别提到了亚马逊CEO安迪·贾西周四公布的2025年致股东信。贾西在信中重点阐述了亚马逊雄心勃勃的人工智能扩张计划，并声称这些计划将改变...

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