$英伟达(NVDA)_老虎社区_美港股上老虎

weiq

01-28

$英伟达(NVDA)$ deepseek 现在实现的也只是 o1 水平接近的能力（成本更低），葱能力上看离 AGI 还远；另外 deepseek 证明了这条路可行，那应该会引发更大范围的行业应用，芯片用量预期应该更大，看涨，已加仓

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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