Replying t_老虎社区_美港股上老虎

2025-12-26

Replying to @三市波段笔记:第一次刷到，请教英伟达链是指哪些？🙏//@三市波段笔记:注意仓位就好//@BirdieO:英伟达链机会来了，果断加仓！

$英伟达 (NVDA.US)$ 宣布向 $迈威尔科技 (MRVL.US)$ 投资20亿美元，将其纳入自身AI基础设施生态体系。受此影响，英伟达大涨近6%，MRVL大涨近13%。两家建立深度战略合作，通过NVLink Fusion将Marvell接入英伟达的AI工厂及AI-RAN生态系统。【从芯片到网络的全面整合，能否推动英伟达&MRVL后续涨势？你看好这两家公司吗？】

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。

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Erness
2025-12-26
Erness
英伟达链就是NVIDIA的上下游供应商，比如台积电和AMD这些芯片厂。

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