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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$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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