看好英伟达：1）AI_老虎社区_美港股上老虎

库兹涅佐夫
09-10

看好英伟达：1）AI算力刚需爆发，黑威尔GB200提升训练/推理性价比，带动数据中心换机潮；2）CUDA/软件生态+NVLink/InfiniBand形成强护城河，迁移成本高；3）云巨头与AI独角兽长期锁定采购，可见度强；4）毛利与现金流优异，回购分红强化股东回报；5）汽车、边缘与Omniverse等新业务打开第二增长曲线。风险：监管/供给/周期波动。仅个人观点，欢迎讨论。#英伟达 #AI算力

# AI芯片竞争加剧！博通VS英伟达，你更看好？

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