Replying t_老虎社区_美港股上老虎

Replying to @爱意藏风里:cuda护城河被干碎了。。。？//@爱意藏风里:确实，他们以为英伟达能提供算力卡，实际上英伟达并没有任何芯片生产的能力，最出色的cuda护城河被干碎后，未来将会有多方加入，瓜分算力市场，特别是川普一系列禁售

英伟达成避险资金？！后续能否突破$200？

巴克莱分析师大幅上调英伟达目标价至200美元，预计其股价仍有近四成上涨空间，市值或逼近5万亿美元。这一乐观预期基于英伟达新一代Blackwell AI平台的部署进展以及公司未来盈利能力的看好。【本周虽然局势动荡，但英伟达股价仍然稳定在143-145稳定震荡，大家觉得英伟达是否能称得上“避险资金”？你看好后续突破$200吗？】

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