$英伟达(NVDA)_老虎社区_美港股上老虎

33_Tiger
01-28

$英伟达(NVDA)$ 现在的关键点是本周META MSFT财报会不会谈及未来的资本开支调整之类的口径。几只大科技股的财报就决定了它的走势了。

PS：昨晚正骨+SP 买入了NVDA。性能提高的同时成本的指数型降低，带来的是AI应用门槛的指数级降低，一定会让整个生态更加繁荣，诞生出更多需求。

# 英伟达成避险资金？！后续能否突破$200？

修改于 2025-01-28 11:10

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赌狗终将一无所有
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大概率会谈及软件层面优化路线，应该不会提缩减投资。他们其实也不缺这点买芯片建数据中心的钱。
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巴韭隆
·01-28
周三胜负手，如果资本开支不如预期，有可能看到100以下的nv。
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vision
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划重点电话会议需要认真听一下
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- Melantha:
  哪里去听电话会议
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- Melantha:
  哪里可以听
  01-29
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梓坚
·01-28
👍👍
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