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Dan Bin: Nvidia's performance growth has been worry free for at least the past three years

紫气东送
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On June 11th, Danbin, Chairman of Shenzhen Dongfang Harbor Investment Management Co., Ltd., stated on Weibo that he saw news that "TSMC is expected to double its CoWoS production capacity annually from 2024 to 2026, and Nvidia has booked 50% to 60% of that capacity." He said, "Based on this publicly available information, Nvidia's performance growth has been worry free for at least the past three years. The long-term goal is to have a bright future, and in the short term, it is estimated that Nvidia's stock price may fluctuate between $135 and $150."
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