挖煤佬
04-01
应该是迈威尔更加受益
英伟达逆势涨2.3%,持股Nebius曝光、AI算力叙事再升温,还能追?
英伟达今日逆大盘涨2.30%至$212.06,监管文件披露其持有AI云商Nebius约9.3%股权,强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户,卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际,英伟达的相对强势能否延续?
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":548932419556296,"tweetId":"548932419556296","gmtCreate":1775038539650,"gmtModify":1775038541921,"author":{"id":3546516715452556,"idStr":"3546516715452556","authorId":3546516715452556,"authorIdStr":"3546516715452556","name":"挖煤佬","avatar":"https://static.tigerbbs.com/e63ebc9c66626ad1cf7d2343503885e0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"99a38ff64bfd44f891fd016771fc8f64-1","templateUuid":"99a38ff64bfd44f891fd016771fc8f64","name":"超级披露者","description":"在交易分享中开启超级披露","bigImgUrl":"https://static.tigerbbs.com/802f4014829adb4e63332fc230b97e42","smallImgUrl":"https://static.tigerbbs.com/70e97d213ed3e4f4820224f1366d402f","redirectLinkEnabled":1,"redirectLink":"https://www.itigerup.com/activity/forapp/star-investor","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.23","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"99a38ff64bfd44f891fd016771fc8f64-1","name":"超级披露者","description":"在交易分享中开启超级披露","smallImgUrl":"https://static.tigerbbs.com/70e97d213ed3e4f4820224f1366d402f","bigImgUrl":"https://static.tigerbbs.com/802f4014829adb4e63332fc230b97e42","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.itigerup.com/activity/forapp/star-investor","redirectLinkValidityFrom":1776816000000,"redirectLinkValidityTo":2156198400000}],"fanSize":1641,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":1621,"starInvestorOrderShareNum":2429,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":182.84,"showRor":true,"investmentPhilosophy":"慢慢变富,不亏为赢","winRationPercentage":68.024691,"tradeVolumeEst":0},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达逆势涨2.3%,持股Nebius曝光、AI算力叙事再升温,还能追?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"英伟达今日逆大盘涨2.30%至$212.06,监管文件披露其持有AI云商Nebius约9.3%股权,强化\"卖铲人\"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户,卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际,英伟达的相对强势能否延续?","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>应该是迈威尔更加受益</p></body></html>","htmlText":"<html><head></head><body><p>应该是迈威尔更加受益</p></body></html>","text":"应该是迈威尔更加受益","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/548932419556296","repostId":0,"isVote":1,"tweetType":1,"viewCount":1755,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/548932419556296"}
精彩评论