https://www.bullsignal.net/tags/cmcl/ Recent content in CMCL on X 智库 | 全球视野内参 Hugo -- 0.154.5 zh-cn Fri, 27 Feb 2026 13:20:48 +0000 https://www.bullsignal.net/posts/20260227_132048/ Fri, 27 Feb 2026 13:20:48 +0000 https://www.bullsignal.net/posts/20260227_132048/ <ul> <li><strong>$NVDA</strong> 估值依然极具性价比。Q4 营收 <strong>$681 亿</strong>，EPS <strong>$1.62</strong>，双双碾压预期。若 2027 年 EPS 达 <strong>$8.25</strong>，Forward PE 仅 <strong>22</strong>，PEG <strong>0.8</strong>。目标价应看涨至 <strong>$250</strong>。 <a href="https://x.com/darrencao2024/status/2027219428102791600">引用[28]</a></li> <li><strong>Meta</strong> 正在加速“去英伟达化”。已签署数十亿美元合同租用 <strong>Google</strong> TPU，甚至考虑明年直接购买。这不仅利好 Google 云业务，更将重塑底层算力格局。</li> </ul>