英伟达打起市值保卫战 通过备忘录抨击空头

Core Viewpoint - Nvidia is actively defending its $4.5 trillion valuation against skepticism, particularly from critics like Michael Burry, by issuing a detailed memo to sell-side analysts [1] Group 1: Company Actions - Nvidia launched a public relations campaign to counter doubts about its valuation, which has decreased from a historical high of $5 trillion [1] - The company issued a memo to sell-side analysts addressing criticisms made by Michael Burry and other authors on Substack [1] - Nvidia responded to a report about Meta Platforms potentially using Google's AI chips, asserting that its own chips remain a generation ahead of competitors [1] Group 2: Market Reactions - Following a report from The Information about Meta's discussions with Google, Nvidia's stock price experienced a decline [1] - The memo from Nvidia was released after the report from The Information, indicating a strategic timing in response to market sentiment [1]