HBM和AI闪存链才_老虎社区_美港股上老虎

HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。

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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精彩评论

0billionaire
05-09
0billionaire
我也偏长线但这位置不算热吗

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