$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。

英伟达$170保卫战！这次多少价位加仓？

鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】

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