英伟达$英伟达(NV_老虎社区_美港股上老虎

小雨不说话
06-13

英伟达$英伟达(NVDA)$正处于AI浪潮核心，其GPU芯片在AI训练和推理市场占据主导地位，拥有极强的技术护城河。公司不断拓展至数据中心、自动驾驶、边缘计算等高增长领域，客户粘性极强。此外，AI需求的指数级增长为其未来营收和利润提供了持续爆发力。相比之下，特斯拉受限于制造业天花板，台积电虽稳健但已体量庞大，中国移动增长有限。英伟达具备科技龙头属性和高成长性，是最具成为十倍股潜力的标的。 @小肥狼

# 疯狂星期五

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小肥狼
·06-13
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我也看好英伟达短期会受到市场信息干扰长期看五年十年内英伟达不会遇到真正的对手 cuda护城河很难突破卖点put巧赚利息 $NVDA 20251121 90.0 PUT$
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