$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 绝对算是全球AI算力龙头，数据中心订单排到2027年了，高毛利高净利，估值也回到了合理区间。短期就看财报和Blackwell交付，长期盯着AI资本开支和国产替代的博弈。适合当核心配置，不适合做短线。

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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