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？

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