Allspring Global Investments联席投资组合经理迈克尔·史密斯 (Michael Smith) 表示：我对英伟达的增长信心比几个月前更高了。而且这场AI军备竞赛似乎将持续到2025年，甚至可能是2026年。这种势头显然已经重建，英伟达的护城河也不断拓宽和加深，这意味着其地位只会不断增强。

Group 1 - Allspring Global Investments' co-portfolio manager Michael Smith expresses increased confidence in Nvidia's growth compared to a few months ago [1] - The AI arms race is expected to continue until 2025, possibly extending into 2026 [1] - Nvidia's competitive moat is reportedly widening and deepening, indicating that its market position will continue to strengthen [1]