英伟达继续涨，人工智_老虎社区_美港股上老虎

英伟达继续涨，人工智能风口还没有过去，产业链还没有大规模吹泡泡

美国时间12月8日下午，美国总统特朗普在自己打造的社媒平台Truth Social上发帖，称在确保美国国家安全的前提下，将“允许 $英伟达 (NVDA.US)$ 向中国及其他国家的合格客户交付其H200芯片产品”。不过，被允许出口的芯片不会包含英伟达更领先的Blackwell和即将面世的Rubin芯片，此外英伟达需将销售所得收益的25%支付给美国政府。【H200解禁，长期来看是利好吗？大家觉得现在是上车时机吗？】

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ScottGonzales
12-09
ScottGonzales
硬核赛道闭眼冲！AI迭代速度比泡泡膨胀快多了

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