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英伟达刚刚发布的第二季度财报，再次震惊全球！ 单季度营收 467亿美元，同比大增56%；数据中心收入占比近九成，AI算力需求火爆， 股价再创新高；回购计划高达 600亿美元。在这期深度解读中，我们将带你拆解：英伟达为什么能持续爆发？AI淘金热，谁在背后真正赚钱？美国出口管制下，中国企业面临怎样的机遇和挑战？普通投资者该如何看待这份财报？AI热潮，到底是真正的时代革命，还是下一个互联网泡沫？本期视频带你一探究竟。
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