马斯克力挺英伟达，凸_老虎社区_美港股上老虎

KC878
03-19

马斯克力挺英伟达，凸显AI军备竞赛中算力为王的现实。这对投资者而言是明确讯号：AI基础设施需求未见顶，NVDA的霸主地位短期内难以撼动。特斯拉的自研晶片与外部采购并行策略，既保障了短期领先，也为长期供应安全铺路。整个半导体产业链，从台积电到伺服器厂，都将持续受惠。2026年确实是AI从云端走向边缘、从地面延伸至太空的关键窗口。[开心]

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