英伟达霸主地位要不保？

英伟达会迎来真正挑战者？中国芯片厂商正快速崛起，威胁其市场地位。英伟达Hopper系列很强，Blackwell更胜一筹，黄仁勋自信，投资者也认可。但真正的威胁正在崛起，华为升腾910和310、阿里含光800、寒武纪思元系列都在快速追赶。美国出口限制，让英伟达高端芯片在中国受限，国产芯片迎来机会。国内大模型公司流行‘混训’，英伟达芯片搭配国产芯片。政策和资金支持，让中国芯片厂商底气十足。关注我，带你见证这场芯片大战结局！

好日子到头了？英伟达你会考虑做空吗？

近期晨星股票策略师Brian Colello：英伟达在中国的好日子到头了。当前期权市场上已经出现了好几笔千万级别的put大单，结合近期市场股价表现，大家会考虑做空英伟达吗？

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