$英伟达(NVDA)_老虎社区_美港股上老虎

2025-11-17

$英伟达(NVDA)$ 英伟达新产品供不应求已排期到27年，ai是未来10年最大的确定性，眼光抬高半寸。

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？

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BirdieO
2025-11-17
BirdieO
牛啊，英伟达这订单排到27年，AI绝对大趋势！

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