在新的竞争格局还未打_老虎社区_美港股上老虎 - 老虎社区

在新的竞争格局还未打开之前，可见的一定时间内还是会微调中继续冲击高点，10万亿内应该没啥对手。

英伟达逆势涨2.3%，持股Nebius曝光、AI算力叙事再升温，还能追？

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

BonnieHoyle
05-15
BonnieHoyle
这口气挺猛，10万亿真没对手？
HM海洋之心
05-18
HM海洋之心
猛不猛的搞起来吧！发财！

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