这里第一条是关于 Nvidia 的。我们昨天谈过 Nvidia。Nvidia 并没有那么贵，但拥挤的 AI 交易可能会迅速平仓，这是一位基金经理的警告。
First one here on Nvidia. We talked about Nvidia yesterday. Nvidia isn't so expensive, but the crowded AI trade could unwind quickly and that is the warning of a fund manager.
更多的悲观和阴霾。我们拭目以待。Nvidia，股票代码 NVDA。其股价在周二的盘前交易中小幅走高，此前在周一昨天下跌了 3.36%。前一交易日的下跌，是因为包括 Anthropic 和 OpenAI 在内的主要人工智能公司的领导人出于安全担忧，呼吁放慢先进 AI 的发展步伐。
这场争论引发了担忧，即 AI 发展放缓最终可能会拖累对芯片和数据中心硬件的需求。
More doom and gloom. We'll see. Nvidia ticker NVDA. Their stock edged higher in Tuesday's pre-market trading after falling 3.36% yesterday on Monday. The previous session's decline came as leaders at major artificial intelligence companies including anthropic and open AI called for a slower pace of advanced AI development over safety concerns.
The debate raised fears that slower AI development could eventually weigh on demand for chips and data center hardware.