Replying t_老虎社区_美港股上老虎

2025-10-01

Replying to @和硕怡亲王:有啥不可能的…目标是10w亿//@和硕怡亲王:英伟达从4月至今，市值增加了2.2万亿。这就是整个英国半年的GDP。每天交易额是英国三天的GDP。股价到400，意味着还要增加5万亿市值。GDP全球第三的德国填进去，都不够。股价到400，意味着总市值达到了9万亿。占美国GDP的1/3，这么强大的企业，已经威胁zf了。这一切，可能吗？

英伟达斥资布局光模块！还有上车机会吗？

本周二英伟达涨3%，收复部分绩后下跌失地。近期英伟达给光通信激光器供应商Lumentum投资了20亿美元，同时也给COHR投了20亿，光模块板块逻辑强化。【大家看好英伟达的布局吗？现在你的操作策略是？】

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