抛开估值争论，我认为_老虎社区_美港股上老虎

抛开估值争论，我认为$英伟达(NVDA)$ 具备执行力、利润率以及生态系统锁定。CUDA与软件堆栈才是真正的护城河。只要AI资本支出维持高位，它便是主要受益者。我会密切关注数据中心增长。

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