小雨不说话
06-13
英伟达
$英伟达(NVDA)$
正处于AI浪潮核心,其GPU芯片在AI训练和推理市场占据主导地位,拥有极强的技术护城河。公司不断拓展至数据中心、自动驾驶、边缘计算等高增长领域,客户粘性极强。此外,AI需求的指数级增长为其未来营收和利润提供了持续爆发力。相比之下,特斯拉受限于制造业天花板,台积电虽稳健但已体量庞大,中国移动增长有限。英伟达具备科技龙头属性和高成长性,是最具成为十倍股潜力的标的。
@小肥狼
疯狂星期五
相约周五,来老虎参与趣味活动,赢取心动奖励。
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小肥狼
06-13
小肥狼
我也看好英伟达 短期会受到市场信息干扰 长期看五年十年内英伟达不会遇到真正的对手 cuda护城河很难突破 卖点put巧赚利息
$NVDA 20251121 90.0 PUT$
小雨不说话
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