ai首先看芯片，其次_老虎社区_美港股上老虎

ai首先看芯片，其次看电力，最后看存储。疯狂第一阶段吧

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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WinifredAnn
05-09
WinifredAnn
确实，AI炒作分阶段，芯片、电力、存储轮动逻辑挺顺的。

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