$英伟达(NVDA)_老虎社区_美港股上老虎

Bob1991

2025-08-28

$英伟达(NVDA)$ H20停产，即使新高，也将影响之后的预期，

英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？

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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chenx32401
2025-08-28
chenx32401
重点是华尔街怎么解读，决定权在这里

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