由于竞争和监管风险,JP摩根战略家建议谨慎对待Nvidia投资。 JPMorgan strategist advises caution on Nvidia investment due to competition and regulatory risks.

摩根大通的策略师迈克尔·塞姆巴莱斯特认为英伟达的财务状况强, 但由于竞争和监管风险, 建议谨慎立即投资. JPMorgan strategist Michael Cembalest views Nvidia's financials as strong but advises caution for immediate investment due to competition and regulatory risks. Nvidia在人工智能芯片中占有主导市场份额,但面临亚马逊和英特尔等竞争对手的挑战,这些竞争对手正在增加他们的报价。 Nvidia holds a dominant market share in AI chips but faces challenges from rivals like AMD and Intel, which are enhancing their offerings. 对AI处理的需求仍然很高,使所有芯片制造商都受益。 Demand for AI processing remains high, benefiting all chipmakers. Oracle's Larry Ellison和Tesla's Elon Musk最近从Nvidia寻求更多GPU, Meanwhile, Oracle's Larry Ellison and Tesla's Elon Musk recently sought more GPUs from Nvidia for AI applications.