$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$ $英伟达(NVDA)$AMD 正在和达子缩小差距。MI400 系列在推理性能上已接近 H200，而价格便宜约 30%。对大模型公司来说，这种性价比优势足以推动采购多元化。OpenAI、xAI 已经下了大单，说明市场确实在主动分散供应链。达子还要努力啊

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？

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