$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

$英伟达(NVDA)$ 的护城河还在，只是没以前那么深了。竞争越来越多，中国市场也在丢。长期拿着没问题，想再翻几倍不太现实。

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。

精彩评论

立水marco
04-27
立水marco
苹果微软都才三万亿，四万亿，一个相对比苹果微软小多了的公司，被炒到第一家五万亿，资本可能再给一万亿，凑到六万亿也该收割吃饭了
知彼投研
04-27
知彼投研
啥股票涨到五万亿了在翻几倍都很哪[开心]
Chole小漂亮
04-27
Chole小漂亮
看ai发展到什么程度

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