$英伟达(NVDA)_老虎社区_美港股上老虎

一个人发呆
04-01 15:16

$英伟达(NVDA)$ 这20亿投给Marvell，表面看是花钱，其实是买生态。Marvell做定制芯片和光通信DSP，正好补上英伟达的短板。黄仁勋说推理拐点来了，AI工厂遍地开花，光靠GPU不够，网络和互联都得跟上。现在英伟达PE才20倍，比苹果还便宜，估值算是挤干了。这钱花得值。

# 英伟达20亿入股MRVL！看好两家股价涨势吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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究极失眠患者
·04-01 15:24
说是投资，不如说是提前锁定供应链。黄仁勋算得比谁都精
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