英伟达：这正是你要找的备忘录……

U.S. Semiconductors NVIDIA Corp Rating Outperform Price Target NVDA 275.00 USD 25 November 2025 Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com NVIDIA (NVDA): This is the memo you have been looking for... Over the weekend NVIDIA sent out a memo, detailing their response to a number of bear takes that have been fielded recently across the press (and across Twitter/X) incl ...