沙漠追光大海逐风
2025-09-02
$英伟达(NVDA)$
未来的事未来才能知道，年初的ds前两天的寒王这两天的阿里，未来是不是都能干掉英伟达？
英伟达逆势涨2.3%，持股Nebius曝光、AI算力叙事再升温，还能追？
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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雁门关向东二万五千里
2025-09-02
雁门关向东二万五千里
达子已经进入炒作中后期，盘子一旦大了，增长就会乏力，看看苹果，特斯拉，现在是不是增长不动了。
么么哒121
:
你怎么不看谷歌盘子也挺大的
雁门关向东二万五千里
回复
KEINS
:
特斯拉是最大的AI应用，无人智驾不叫AI吗？
KEINS
:
特斯拉和苹果不是ai
会飞的小虎
2025-09-03
会飞的小虎
干不干掉没关系，高兴的是英伟达股价跌倒老黄来我国公布放开H20消息之前。而我期权正好做的是空，收割了一小波。市场会奖励你的认知。
石头开门
2025-09-03
石头开门
涨不动也没关系，已经赚了几十万美金了。红利已吃到，正在撤退。
Sacred Rabbit
2025-09-02
Sacred Rabbit
找两腿之间干吗？
[笑哭]
揭谛投资
2025-09-03
揭谛投资
冷知识，寒王刚开始招人。
价值投资为王
2025-09-02
价值投资为王
不是未来的事，现在就有答案
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