如果解禁有意义，市场_老虎社区_美港股上老虎

如果解禁有意义，市场有需求。那之前的新闻是假，半导体的突破更是遥遥无期。
英伟达可见的期限内，很值钱

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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yeppy
12-09 18:58
yeppy
英伟达这波确实稳，半导体还得等

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