$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 还是AI这轮牛市的房东，但OpenAI、Anthropic要是上市了，等于租客也要挂牌开卖了。AI有没有未来这种讨论早过时了，现在要琢磨的是，产业链上谁更配享受高估值。

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

扒拉算盘珠子
05-07
扒拉算盘珠子
真正稀缺的不是模型，是算力。英伟达的估值还得往上调

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":561570319827648,"tweetId":"561570319827648","gmtCreate":1778134840516,"gmtModify":1778134843086,"author":{"id":10000000000010344,"idStr":"10000000000010344","authorId":10000000000010344,"authorIdStr":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":17,"starInvestorFlag":false},"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$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化\"卖铲人\"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 还是AI这轮牛市的房东，但OpenAI、Anthropic要是上市了，等于租客也要挂牌开卖了。AI有没有未来这种讨论早过时了，现在要琢磨的是，产业链上谁更配享受高估值。</p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 还是AI这轮牛市的房东，但OpenAI、Anthropic要是上市了，等于租客也要挂牌开卖了。AI有没有未来这种讨论早过时了，现在要琢磨的是，产业链上谁更配享受高估值。</p></body></html>","text":"$英伟达(NVDA)$ 还是AI这轮牛市的房东，但OpenAI、Anthropic要是上市了，等于租客也要挂牌开卖了。AI有没有未来这种讨论早过时了，现在要琢磨的是，产业链上谁更配享受高估值。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/561570319827648","repostId":0,"isVote":1,"tweetType":1,"viewCount":2361,"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":156,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":561571575562944,"commentId":"561571575562944","gmtCreate":1778135147105,"gmtModify":1778135152096,"authorId":10000000000010342,"author":{"id":10000000000010342,"idStr":"10000000000010342","authorId":10000000000010342,"name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":561570319827648,"objectIdStr":"561570319827648","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"真正稀缺的不是模型，是算力。英伟达的估值还得往上调","text":"真正稀缺的不是模型，是算力。英伟达的估值还得往上调","html":"真正稀缺的不是模型，是算力。英伟达的估值还得往上调","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/561570319827648"}