Replying t_老虎社区_美港股上老虎 - 老虎社区

Replying to @三市波段笔记:第一次刷到，请教英伟达链是指哪些？🙏//@三市波段笔记:注意仓位就好//@BirdieO:英伟达链机会来了，果断加仓！

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。

精彩评论

Erness
2025-12-26
Erness
英伟达链就是NVIDIA的上下游供应商，比如台积电和AMD这些芯片厂。

发表看法

1

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":514935440544880,"tweetId":"514935440544880","gmtCreate":1766747034737,"gmtModify":1766747038011,"author":{"id":3548242306046140,"idStr":"3548242306046140","authorId":3548242306046140,"authorIdStr":"3548242306046140","name":"慕子","avatar":"https://static.tigerbbs.com/06b27ce031243ecc33e3164194ad620a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达逆势涨2.3%，持股Nebius曝光、AI算力叙事再升温，还能追？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"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？","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/4089545180636670\">@三市波段笔记</a>:第一次刷到，请教英伟达链是指哪些？🙏//<a href=\"https://laohu8.com/U/4089545180636670\">@三市波段笔记</a>:注意仓位就好//<a href=\"https://laohu8.com/U/3479274714516344\">@BirdieO</a>:英伟达链机会来了，果断加仓！</body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/4089545180636670\">@三市波段笔记</a>:第一次刷到，请教英伟达链是指哪些？🙏//<a href=\"https://laohu8.com/U/4089545180636670\">@三市波段笔记</a>:注意仓位就好//<a href=\"https://laohu8.com/U/3479274714516344\">@BirdieO</a>:英伟达链机会来了，果断加仓！</body></html>","text":"Replying to @三市波段笔记:第一次刷到，请教英伟达链是指哪些？🙏//@三市波段笔记:注意仓位就好//@BirdieO:英伟达链机会来了，果断加仓！","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/514935440544880","repostId":0,"isVote":1,"tweetType":1,"viewCount":3242,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":123,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":514943458025472,"commentId":"514943458025472","gmtCreate":1766749071056,"gmtModify":1766769934479,"authorId":9000000000000204,"author":{"id":9000000000000204,"idStr":"9000000000000204","authorId":9000000000000204,"name":"Erness","avatar":"https://static.tigerbbs.com/51ab14dff26f7299bc3922527c45baf5","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":514935440544880,"objectIdStr":"514935440544880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"英伟达链就是NVIDIA的上下游供应商，比如台积电和AMD这些芯片厂。","text":"英伟达链就是NVIDIA的上下游供应商，比如台积电和AMD这些芯片厂。","html":"英伟达链就是NVIDIA的上下游供应商，比如台积电和AMD这些芯片厂。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/514935440544880"}