$英伟达(NVDA)_老虎社区_美港股上老虎

三藏大法师

02-13

$英伟达(NVDA)$ 中短期受DeepSeek影响比较大，但DeepSeek和算力并不对立。短期算力需求可能会变缓，不过2月底的Q4大概率还是双B，关键还得看指引

Meta极限20日连涨！“追涨”Meta还是“抄底”谷歌？

Meta连续20日连涨、续创最高纪录！“美股7巨头”开年以来表现分化，截止周三收盘，Meta年初至今股价大涨22.94%，谷歌跌近2%。【当前是更适合“追涨”Meta，还是“抄底”谷歌等暂时落后的科技股呢？后市你更看好哪家表现？】

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