现在肯定是谷歌啦，英_老虎社区_美港股上老虎 - 老虎社区

聪明的婧池

现在肯定是谷歌啦，英伟达已经太高了，黄仁勋自己都减持了

英伟达vs谷歌！12月市场情绪会倾向于哪边？

甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】

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。

精彩评论

博諺國際控股
2025-11-24
博諺國際控股
按你的说法选择英特尔才是正确的
Liang0020
2025-11-24
Liang0020
谷歌估值确实更合理，英伟达回调风险大啊

发表看法

2

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":503514205159488,"tweetId":"503514205159488","gmtCreate":1763956423131,"gmtModify":1763956425684,"author":{"id":3577278349931089,"idStr":"3577278349931089","authorId":3577278349931089,"authorIdStr":"3577278349931089","name":"聪明的婧池","avatar":"https://static.tigerbbs.com/b085fbe1e8d251bd9f3e5f6872cbae99","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"1b40c904088742d383556bf254d6ef7d","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达vs谷歌！12月市场情绪会倾向于哪边？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":1b40c904088742d383556bf254d6ef7d}&rnconfig={\"headerBarHidden\": true}","description":"甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】","image":"https://static.tigerbbs.com/0e4a1027c0676517ae089bbe9f702d0a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>现在肯定是谷歌啦，英伟达已经太高了，黄仁勋自己都减持了</p></body></html>","htmlText":"<html><head></head><body><p>现在肯定是谷歌啦，英伟达已经太高了，黄仁勋自己都减持了</p></body></html>","text":"现在肯定是谷歌啦，英伟达已经太高了，黄仁勋自己都减持了","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/503514205159488","repostId":0,"isVote":1,"tweetType":1,"viewCount":2238,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":52,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":503696010797520,"commentId":"503696010797520","gmtCreate":1763995000220,"gmtModify":1763995004308,"authorId":3576321177589538,"author":{"id":3576321177589538,"idStr":"3576321177589538","authorId":3576321177589538,"name":"博諺國際控股","avatar":"https://static.tigerbbs.com/83f2570c212c3478418731d5e5f32d87","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503514205159488,"objectIdStr":"503514205159488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"按你的说法 选择英特尔才是正确的","text":"按你的说法 选择英特尔才是正确的","html":"按你的说法 选择英特尔才是正确的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":503520796521288,"commentId":"503520796521288","gmtCreate":1763958181071,"gmtModify":1763966612930,"authorId":3479274772637387,"author":{"id":3479274772637387,"idStr":"3479274772637387","authorId":3479274772637387,"name":"Liang0020","avatar":"https://static.laohu8.com/picture101","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503514205159488,"objectIdStr":"503514205159488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"谷歌估值确实更合理，英伟达回调风险大啊","text":"谷歌估值确实更合理，英伟达回调风险大啊","html":"谷歌估值确实更合理，英伟达回调风险大啊","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/503514205159488"}