Bernstein：英伟达-看似大势已去，但我们可能强势回归……

4 March 2025 U.S. Semiconductors NVIDIA (NVDA): It seems so over, but we could be so back... Stacy A. Rasgon, Ph.D. +1 212 756 4403 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 212 969 1458 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 212 969 1518 arpad.vonnemes@bernsteinsg.com It's been a rough year for NVDA so far...The stock (along with many of its AI-semi peers) has suffered, battered by a storm of growth fears, supply chain noise, and tariff and regulatory risks. And after several stellar years of ret ...