英伟达市值已冲顶，90%的分析师还依然看好？！

Group 1 - The core question is not whether to chase the stock price, but what is driving the growth behind it, emphasizing that media hype does not equate to industry opportunities and that fundamentals are crucial [2][4] - The importance of chips is fundamentally linked to the massive computational power demand driven by AI development [3][4] - Despite short-term disturbances, such as the slowdown in large language models and market sentiment fluctuations, AI technology continues to advance rapidly, leading to sustained chip demand [4][6] Group 2 - Nvidia is recognized as the leader in the chip industry and is currently one of the most valuable companies [5] - Future technologies such as robotics, autonomous driving, and advancements in reinforcement learning and brain-machine interfaces will require significant amounts of chips [6][7] - The fundamental demand for chips is expected to continue growing, but this does not guarantee that chip stocks will rise indefinitely, as stock price movements are influenced by various factors including valuation and market cycles [8]