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等待彷徨，是英伟达的故事，也是市场的信心不能不足

英伟达GTC大会将至！提前部署哪些板块？

下周的英伟达GTC大会（2026年3月16日至19日）以及美国光纤通信展览会及研讨会（OFC）（2026年3月15日至19日），成为投资者们关注热点。黄仁勋将于当地时间3月16日上午11时发表主题演讲。此外，英伟达发力智能体，开源模型Nemotron 3 Super参数1200亿，吞吐量提升五倍。黄仁勋罕见发文：AI是这个重塑世界的重要力量，是电力、互联网一样的基础设施。【芯片、存储、光纤板块……大家看好哪些板块的部署机会？英伟达能否大涨？

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JackJackson
02-25
JackJackson
英伟达这波真磨人，市场信心太弱了！

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