$英伟达(NVDA)_老虎社区_美港股上老虎

2024-10-28

$英伟达(NVDA)$ 过去一年多美股主要的两个宏大叙事就是Goldilocks + AI”. 这和我最近复盘美股看到的东西一摸一样。过去一年妥妥的就是这东西。英伟达是绝对的主线，后面继续涨

英伟达首席执行官黄仁勋周二表示，未来几年中国人工智能（AI）芯片市场规模可能会达到500亿美元，错过它将是一个“巨大的损失”。今年以来英伟达已下跌了约18%，该公司将于5月28日公布Q1财报，成长速度明显放缓，叠加特朗普相关政策限制，大家觉得英伟达如何突出重围？AI需求给力，你看好月末财报吗？

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