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？
英伟达斥资布局光模块！还有上车机会吗？
本周二英伟达涨3%，收复部分绩后下跌失地。近期英伟达给光通信激光器供应商Lumentum投资了20亿美元，同时也给COHR投了20亿，光模块板块逻辑强化。【大家看好英伟达的布局吗？现在你的操作策略是？】
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
幹不幹掉沒關係，高興的是英偉達股價跌倒老黃來我國公佈放開H20消息之前。而我期權正好做的是空，收割了一小波。市場會獎勵你的認知。
阿东也要上A9
2025-09-03
阿东也要上A9
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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