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@话题虎：AI军备竞赛升温！英伟达&腾讯股价冰火两重天，现在上车哪一家？

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2025大会来袭！哪家公司能开年大涨？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":621b78965be641338c29955e3a00ef61}&rnconfig={\"headerBarHidden\": true}","description":"“科技界春晚”CES开幕，芯片巨头炸场：AMD最强AI笔记本芯片亮相，最佳游戏CPU速度远超英特尔酷睿；高通新型AI芯片用于仅售600美元的中端机型；英特尔发布新一代酷睿Ultra系列芯片，续航增强，架构原因不支持Copilot+。【你更看好哪家公司表现？英特尔有机会重回$30吗？】","image":"https://static.tigerbbs.com/399ca451d4ccb7ee9f9a3585f6e84506"}],"images":[{"img":"https://static.tigerbbs.com/cba018a7fc5a1df963f87b3936732420","width":"1414","height":"784"},{"img":"https://static.tigerbbs.com/13cd80d767a9b8dd60ee95045050c480","width":"1135","height":"779"}],"coverImages":[{"img":"https://static.tigerbbs.com/13cd80d767a9b8dd60ee95045050c480"}],"title":"AI军备竞赛升温！英伟达&腾讯股价冰火两重天，现在上车哪一家？","html":"<html><head></head><body><p>英伟达首席执行官黄仁勋刚刚表示 Blackwell 已全面投入生产！🔥🔥 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cba018a7fc5a1df963f87b3936732420\" tg-width=\"1414\" tg-height=\"784\"></p><p></p><p>根据FT的数据，微软是2024年英伟达芯片大买家，没想到字节、腾讯分别是第二名和第三名，当然 <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 等科技巨头也在哐哐砸钱：<span class=\"teditor-emoji\">[梭哈]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13cd80d767a9b8dd60ee95045050c480\" tg-width=\"1135\" tg-height=\"779\"></p><p></p><p>AI军备竞赛2025年还会持续，一开年微软就宣布今年在AI数据中心方面开支将达到800亿美元，不知道横盘几乎半年多的 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 能否股价爆发，不过腾讯倒是先领了一个大礼包，昨晚盘前先是“不全面征收关税”，临近开盘特朗普说“是个乌龙”，然后突然又是腾讯、宁德时代被制裁的消息，导致腾讯在美股的股价大跌7.8%，今天港股开盘直接来到380港元。。。<span class=\"teditor-emoji\">[666]</span><span class=\"teditor-emoji\">[666]</span></p><p></p><p>各大科技巨头都在持续加大算力投入，加上正在召开的CES科技大会，全球芯片股集体爆发🔥</p><blockquote><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">大家看好哪家公司开年大涨？</span></strong> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>  <a data-mention-id=\"QCOM\" class=\"teditor-mention\" data-mention-name=\"高通\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>  <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> </p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">盘中英伟达已经站上$150，现在是该止盈，还是继续买入？</span></strong> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">380港元的腾讯，你看好逢低上车的机会吗？</span></strong> <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> </p></blockquote><p></p><p><strong>评论区分享你的观点或操作策略，一起赢取1000虎币奖励！🎁🎁</strong></p></body></html>","htmlText":"<html><head></head><body><p>英伟达首席执行官黄仁勋刚刚表示 Blackwell 已全面投入生产！🔥🔥 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cba018a7fc5a1df963f87b3936732420\" tg-width=\"1414\" tg-height=\"784\"></p><p></p><p>根据FT的数据，微软是2024年英伟达芯片大买家，没想到字节、腾讯分别是第二名和第三名，当然 <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>  <a data-mention-id=\"QCOM\" class=\"teditor-mention\" data-mention-name=\"高通\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>  <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> </p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">盘中英伟达已经站上$150，现在是该止盈，还是继续买入？</span></strong> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">380港元的腾讯，你看好逢低上车的机会吗？</span></strong> <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> </p></blockquote><p></p><p><strong>评论区分享你的观点或操作策略，一起赢取1000虎币奖励！🎁🎁</strong></p></body></html>","text":"英伟达首席执行官黄仁勋刚刚表示 Blackwell 已全面投入生产！🔥🔥 $英伟达(NVDA)$ 根据FT的数据，微软是2024年英伟达芯片大买家，没想到字节、腾讯分别是第二名和第三名，当然 $谷歌(GOOG)$ 、 $亚马逊(AMZN)$ 等科技巨头也在哐哐砸钱：[梭哈] AI军备竞赛2025年还会持续，一开年微软就宣布今年在AI数据中心方面开支将达到800亿美元，不知道横盘几乎半年多的 $微软(MSFT)$ 能否股价爆发，不过腾讯倒是先领了一个大礼包，昨晚盘前先是“不全面征收关税”，临近开盘特朗普说“是个乌龙”，然后突然又是腾讯、宁德时代被制裁的消息，导致腾讯在美股的股价大跌7.8%，今天港股开盘直接来到380港元。。。[666][666] 各大科技巨头都在持续加大算力投入，加上正在召开的CES科技大会，全球芯片股集体爆发🔥 大家看好哪家公司开年大涨？ $美光科技(MU)$ $美国超微公司(AMD)$ $高通(QCOM)$ $英特尔(INTC)$ 盘中英伟达已经站上$150，现在是该止盈，还是继续买入？ $英伟达(NVDA)$ 380港元的腾讯，你看好逢低上车的机会吗？ $腾讯控股(00700)$ 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