$英伟达(NVDA)_老虎社区_美港股上老虎

阿Q郑赚
02-03

$英伟达(NVDA)$ 短期（3-6个月）**：受财报季、新产品交付进度和美联储政策影响，波动可能加剧，但AI资本开支尚未见顶，回调或为买入机会。

- **中期（1-2年）**：Blackwell芯片放量、AI向边缘端扩展（机器人、自动驾驶）驱动业绩，股价有望突破新高。

- **长期（3-5年）**：若维持技术领先并拓展软件服务（如AI云服务），可能转型为平台型公司，估值体系重构。

# 调整对华芯片出口！英伟达现在看涨or看跌？

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牛cow
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