“中国缺席”抢占财报焦点 英伟达(NVDA)稳健表现背后的机遇和挑战
FX168财经视频栏目
2025-08-28
周三(8月27日)想分析的是刚刚出炉的英伟达的财报，因为这也是科技股最重要的一份财报，对于接下去身处高位的美国股市而言具备重要的影响力。
英伟达逆势涨2.3%，持股Nebius曝光、AI算力叙事再升温，还能追？
英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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