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#每周来晒 #黄仁勋辞职
In my view, Jensen Huang stepping down is not just a matter of a CEO transition, but also a major test of investor confidence in NVIDIA.
In the short term, NVDA volatility could increase as the market adjusts its expectations for new leadership. In the long term, however, the decisive factors remain the company's fundamentals: chip innovation, the AI ecosystem, data center demand, and its ability to maintain market dominance.
I will watch how Colette Kress leads this transition, especially ahead of NVIDIA's earnings report on November 17.