地缘，通胀和国债之分析

中环杰哥投资探秘

说实话，对大盘的影响是实实在在的，但是，就影响级别看，依然是3-5%级别的，达不到中级调整的级别，而，大盘的估值偏低，利润增速极快，所以，大盘是低估的，AI是低估的，我们要从收益标的着手，从中期大盘着手。

英伟达反弹3.2%，129亿收购Hugging Face补生态？

英伟达今日 +3.21%，领涨芯片股。催化是英伟达接近以约 129 亿美元收购 AI 开源模型平台 Hugging Face，从卖"算力硬件"向上延伸卡位"模型生态"入口，护城河再加厚。与此同时博通财报点燃 ASIC 分羹算力的讨论，"谁卖大脑、谁卖肌肉"之争升温。龙头用一笔生态级收购回应挑战者，AI 算力的定价权还牢牢握在英伟达手里吗？

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