$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 这20亿投给Marvell，表面看是花钱，其实是买生态。Marvell做定制芯片和光通信DSP，正好补上英伟达的短板。黄仁勋说推理拐点来了，AI工厂遍地开花，光靠GPU不够，网络和互联都得跟上。现在英伟达PE才20倍，比苹果还便宜，估值算是挤干了。这钱花得值。

英伟达股价突破震荡区间！能否引领新一轮行情？

4月24日周五，英伟达股价收涨4.32%，收报208.27美元，刷新此前10月29日创下的历史收盘纪录。英伟达市值站稳5万亿美元关口，稳居全球最高估值公司之位，短短四周前，英伟达较峰值一度回落20%，【大家觉得突破震荡区间的英伟达，能否带领新一轮芯片行情？现在还能加仓英伟达吗？】

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。

精彩评论

究极失眠患者
04-01
究极失眠患者
说是投资，不如说是提前锁定供应链。黄仁勋算得比谁都精

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":548884524163112,"tweetId":"548884524163112","gmtCreate":1775027785629,"gmtModify":1775027788366,"author":{"id":10000000000010338,"idStr":"10000000000010338","authorId":10000000000010338,"authorIdStr":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":63,"starInvestorFlag":false},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达股价突破震荡区间！能否引领新一轮行情？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"4月24日周五，英伟达股价收涨4.32%，收报208.27美元，刷新此前10月29日创下的历史收盘纪录。英伟达市值站稳5万亿美元关口，稳居全球最高估值公司之位，短短四周前，英伟达较峰值一度回落20%，【大家觉得突破震荡区间的英伟达，能否带领新一轮芯片行情？现在还能加仓英伟达吗？】","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 这20亿投给Marvell，表面看是花钱，其实是买生态。Marvell做定制芯片和光通信DSP，正好补上英伟达的短板。黄仁勋说推理拐点来了，AI工厂遍地开花，光靠GPU不够，网络和互联都得跟上。现在英伟达PE才20倍，比苹果还便宜，估值算是挤干了。这钱花得值。</p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 这20亿投给Marvell，表面看是花钱，其实是买生态。Marvell做定制芯片和光通信DSP，正好补上英伟达的短板。黄仁勋说推理拐点来了，AI工厂遍地开花，光靠GPU不够，网络和互联都得跟上。现在英伟达PE才20倍，比苹果还便宜，估值算是挤干了。这钱花得值。</p></body></html>","text":"$英伟达(NVDA)$ 这20亿投给Marvell，表面看是花钱，其实是买生态。Marvell做定制芯片和光通信DSP，正好补上英伟达的短板。黄仁勋说推理拐点来了，AI工厂遍地开花，光靠GPU不够，网络和互联都得跟上。现在英伟达PE才20倍，比苹果还便宜，估值算是挤干了。这钱花得值。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/548884524163112","repostId":0,"isVote":1,"tweetType":1,"viewCount":1514,"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":233,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":548886585508320,"commentId":"548886585508320","gmtCreate":1775028292667,"gmtModify":1775028296832,"authorId":10000000000010340,"author":{"id":10000000000010340,"idStr":"10000000000010339","authorId":10000000000010340,"name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":548884524163112,"objectIdStr":"548884524163112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"说是投资，不如说是提前锁定供应链。黄仁勋算得比谁都精","text":"说是投资，不如说是提前锁定供应链。黄仁勋算得比谁都精","html":"说是投资，不如说是提前锁定供应链。黄仁勋算得比谁都精","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/548884524163112"}