现在还没有到达高峰期_老虎社区_美港股上老虎

现在还没有到达高峰期，主要是缺存储，要是存储够那也行，现在Ai 真的啥都缺，可以继续买入，实在不行买一点ETF也行

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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JimmyTurner
05-09
JimmyTurner
存储真是卡脖子，FDN这波你更偏软件还是算力？

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