$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$达子第一个实质性利好来了：美国已批准约10家中国企业

采购英伟达H200芯片

企业包括阿里巴巴、字节跳动、腾讯和京东。。。
BUT，H200不是你们求着我们买的吗？

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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