$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 据券商伯恩斯坦预计随着中国芯片制造商抢占市场英伟达在中国AI芯片市场的份额将从2023年的66%下滑至2025年的54%。在政府推动芯片自主化的政策支持下**、寒武纪和海光正成为国产替代的主力军。

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