For two years, the Nvidia story has been simple: a handful of massive U.S. cloud providers racing to buy as many of its chips as possible. That story isn’t over. But it’s no longer the whole story.
Nvidia’s latest moves in India are pointing to what the next phase of AI demand actually looks like. And it’s bigger, messier, and more politically driven than Wall Street may be pricing in.
兩年來，英偉達的故事很簡單：幾家美國大型雲端服務供應商競相購買其晶片。這個故事尚未結束，但已不再是全部。
英偉達在印度的最新舉措預示著下一階段人工智慧需求的真實面貌。而這比華爾街預期的規模更大、更複雜，也更具政治驅動性。
Senate Calls for EpiPen Maker to Testify About Price Hike
ABCNEWS.GO.COM|由 ABC NEWS 上傳
Mylan CEO Heather Bresch: EpiPen Price Sticker Shock Obamacare's Fault
Fortune - 2 hours ago Mylan CEO Heather Bresch is taking heat from Hillary Clinton and Senators forEpiPen price ...
Mylan Faces Scrutiny Over EpiPen Price Increases
Wall Street Journal - 3 hours ago
This could get awkward.
The Senator’s Daughter Who Raised EpiPen Prices 400%
Members of Congress are in an unusual position.
BLOOMBERG.COM
Epinephrine autoinjector - Wikipedia, the free encyclopedia An epinephrine autoinjector is a medical device for injecting a measured dose or doses of epinephrine (adrenaline) by means of autoinjector technology. It is most often used for the treatment of anaphylaxis.
腎上腺素自動注射器是用於注射用自動注射器技術的裝置所測量的劑量或劑量腎上腺素的醫療裝置。這是最經常用於過敏的治療。
人工智慧概述
「已定價」是指市場已經調整了資產價格，以反映已知且預期的未來事件（例如利率變化、利潤或新聞）的預期影響。當新聞真正發佈時，價格通常不會有太大變化，因為投資者已經將其納入考量，這反映了「買傳聞，賣事實」的現象。
夢工廠金融集團
「已定價」的關鍵要素
預期性：市場走勢是基於預期的未來事件，而非過去的表現。
市場有效性：當前價格已經包含了投資者的集體認知和預期。
影響有限：如果新聞已被“定價”，其正式發布通常不會對股價產生太大影響。
例如：公司正式宣布獲利成長之前，股價上漲（因為投資人已經預期到獲利成長）；或在升息消息公佈之前，股價下跌（因為投資人已經預期到升息）。
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重要性
波動性降低：當預期事件最終發生時，價格保持穩定。
意外消息：如果某個事件未被市場消化（例如，突發事件），股價將會出現劇烈波動。
市場情緒：它反映了集體心理，包括恐懼和貪婪，這些心理因素已經反映在估值中。
夢工廠金融集團
「已計入」對投資人意味著什麼？ - 夢工廠金融集團
2023年8月30日 — 在財務評論中，「已計入」指的是已經反映在投資價格中的市場消息。這些消息可能…
夢工廠金融集團
「已計入」意味著什麼？以及它對於理解股市的重要性：已計入指的是市場對未來事件的預期。當某件事被「計入」時，意味著市場… |奧利佛‧拉赫曼
2025年1月6日 — 「已計入價格」表示市場已經將未來事件考慮在內，並將其反映在股價中。例如，…
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「已計入價格」是什麼意思？掌握交易策略 - TradingPRO
2026年1月23日 — 如果一檔股票在利好消息的推動下停止上漲，這表示買盤壓力已經耗盡。這通常是收緊部位的最佳時機…
"Priced in" means the market has already adjusted an asset's price to reflect the anticipated impact of known, expected future events, such as interest rate changes, earnings, or news
. When news actually breaks, the price often doesn't change much because investors already accounted for it, representing a "buy the rumor, sell the fact" scenario.Key Aspects of "Priced In"
- Anticipation: The market moves based on expected future events rather than past performance.
- Market Efficiency: The current price already incorporates the collective knowledge and expectations of investors.
- Limited Impact: If news is "priced in," its official release often causes little to no reaction in the stock price.
- Examples: A stock price rises before a company officially announces higher earnings (because investors anticipated it), or a stock drops before a rate hike is announced (because investors expected it).
Why it Matters
- Reduced Volatility: When an anticipated event finally happens, the price remains stable.
- Unexpected News: If an event is not priced in (e.g., a surprise development), the stock will react violently.
- Market Sentiment: It reflects collective psychology, including fear and greed, already built into the valuation.
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