$英伟达(NVDA)_老虎社区_美港股上老虎

不离亦不弃

2025-12-26

$英伟达(NVDA)$英伟达的算力芯片大部分都被那些互联网企业买走了，一旦这些巨头们一直在AI应用上兑现不了收入，肯定资本开支就会下滑，一旦资本开始下滑，那么英伟达的芯片需求就会边际减弱

英伟达股价两连跌！谨慎观望？

英伟达发布新一代Rubin平台，推理成本较Blackwell降10倍，拟下半年发货。英伟达“内驱”无人驾驶汽车将至，发布首个链式思维推理VLA模型。【英伟达两日高开低走，股价收跌，你觉得现在是否该谨慎？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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":514901511955408,"tweetId":"514901511955408","gmtCreate":1766738343604,"gmtModify":1766738346107,"author":{"id":9000000000000218,"idStr":"9000000000000218","authorId":9000000000000218,"authorIdStr":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":59,"starInvestorFlag":false},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达股价两连跌！谨慎观望？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"英伟达发布新一代Rubin平台，推理成本较Blackwell降10倍，拟下半年发货。英伟达“内驱”无人驾驶汽车将至，发布首个链式思维推理VLA模型。【英伟达两日高开低走，股价收跌，你觉得现在是否该谨慎？你的操作策略是？】\n","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英伟达\" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>英伟达的算力芯片大部分都被那些互联网企业买走了，一旦这些巨头们一直在AI应用上兑现不了收入，肯定资本开支就会下滑，一旦资本开始下滑，那么英伟达的芯片需求就会边际减弱</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英伟达\" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>英伟达的算力芯片大部分都被那些互联网企业买走了，一旦这些巨头们一直在AI应用上兑现不了收入，肯定资本开支就会下滑，一旦资本开始下滑，那么英伟达的芯片需求就会边际减弱</body></html>","text":"$英伟达(NVDA)$英伟达的算力芯片大部分都被那些互联网企业买走了，一旦这些巨头们一直在AI应用上兑现不了收入，肯定资本开支就会下滑，一旦资本开始下滑，那么英伟达的芯片需求就会边际减弱","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/514901511955408","repostId":0,"isVote":1,"tweetType":1,"viewCount":3196,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":172,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/514901511955408"}