桃哥kd
02-11
$英伟达(NVDA)$
deepseek开源以后，越来越多的企业准备使用大模型了，本地部署，算力的缺口大增。利好所有的GPU公司。
英伟达$170保卫战！这次多少价位加仓？
鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】
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