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BofA points out that the sector currently trades at 22x trailing free cash flow and 15 times enterprise value to trailing Ebitda. While bulls might argue that the stocks look cheap after falling 24% from peak valuations set a year ago, BofA cautions that these multiples have merely returned to pre-pandemic levels. Furthermore, BofA asserts that insurance distribution firms frequently utilize liberal earnings “adjustments”—such as excluding integration costs from their steady stream of acquisitions—that tend to significantly flatter their true earnings power.
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官方数据显示，Atlas 950 SuperPoD 配备的 NPU 数量是英伟达计划于 2026 年下半年推出的 NVL144 系统的 56.8 倍，其整体算力输出可达后者的 6.7 倍。。关于这个话题，WPS下载最新地址提供了深入分析