$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

天蓝色的市场

$英伟达(NVDA)$ 2025年12月18日，看似美股"普通的回调日"，实质却是一次对AI产业的集中重估。市场核心追问在于：AI浪潮中，谁在创造真实利润，谁仍在依赖故事?

当日，甲骨文与英伟达股价回调拖累指数，美光科技却因财报强劲而盘后大涨。这一分化清晰揭示：资本正从单纯的"AI基建投入"叙事，转向审视实际需求与盈利能力。

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雁门关向东二万五千里
12-20 02:08
雁门关向东二万五千里
美国正在审批H200订单，圣诞节前就可以发货，川川要让美国人过个开心圣诞节。
米球球
12-20 00:13
米球球
必须是达哥，真金白银的赚着，逆天财报却被错杀

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