$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 个人觉得是短期利空，长期利好。deepseek解决的是现有智能水平模型的推理成本，会让更多的AI公司门槛降低，其实等于增加了玩家数量简介推动了整体市场AI算力的需求，现阶段成本不降，AI应用没法炒太久。另外对于新模型的训练还是要继续大量投入的，scaling law没有被打破，AI进化还没有停止。

迈向4万亿！英伟达你持有多长时间了？

周四，标普500指数收盘接近历史新高，科技股领涨纳指，英伟达收盘续创历史新高。黄仁勋：提出AI不仅是工具，更是新的生产力核心。【大家看好英伟达站上$160吗？你持有英伟达多少时间了？】

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