同样的坑，傻子才会跌_老虎社区_美港股上老虎 - 老虎社区

同样的坑，傻子才会跌倒两次，即使有采购量，也会有限而且不可持续，中国政府要求的是自主可控，美国想把中国竞争对手消灭在商业化的早期阶段，套路太老了，

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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Thatway
2025-12-10
Thatway
这波套路确实过时了，自主可控才是硬道理！

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