$IREN Ltd(_老虎社区_美港股上老虎

$IREN Ltd(IREN)$ 从矿工翻身成了英伟达的御用云供应商，股价这两年涨了好几倍。英伟达还低价买了它的股票。这趟车，不管从哪个口上，位置都不差。

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":561941959549800,"tweetId":"561941959549800","gmtCreate":1778225637902,"gmtModify":1778225782190,"author":{"id":10000000000010344,"idStr":"10000000000010343","authorId":10000000000010344,"authorIdStr":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":21,"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$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化\"卖铲人\"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p><a data-mention-id=\"IREN\" class=\"teditor-mention\" data-mention-name=\"IREN Ltd\" href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a> 从矿工翻身成了英伟达的御用云供应商，股价这两年涨了好几倍。英伟达还低价买了它的股票。这趟车，不管从哪个口上，位置都不差。</p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"IREN\" class=\"teditor-mention\" data-mention-name=\"IREN Ltd\" href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a> 从矿工翻身成了英伟达的御用云供应商，股价这两年涨了好几倍。英伟达还低价买了它的股票。这趟车，不管从哪个口上，位置都不差。</p></body></html>","text":"$IREN Ltd(IREN)$ 从矿工翻身成了英伟达的御用云供应商，股价这两年涨了好几倍。英伟达还低价买了它的股票。这趟车，不管从哪个口上，位置都不差。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/561941959549800","repostId":0,"isVote":1,"tweetType":1,"viewCount":3492,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["IREN"],"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":129,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/561941959549800"}