我倾向于认为$英伟达_老虎社区_美港股上老虎

加大码XXL
02-16

我倾向于认为$英伟达(NVDA)$ 的长期价值超越了单个芯片周期。它的竞争优势在于集成的生态系统、硬件、软件框架以及广泛的开发者采用。即便存在出口限制和竞争加剧，全球AI基础设施需求仍在持续扩张。关键问题不在于短期波动，而在于$英伟达(NVDA)$ 能否在设定标准和推动大规模AI部署中保持核心角色。

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