Replying t_老虎社区_美港股上老虎

2025-12-26

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！

1月14日，美国商务部下属工业和安全局（BIS）修改出口管制条例，将高性能芯片的出口限制放宽，其中包括总处理性能（TPP）低于21000，总DRAM带宽低于6500GB/s等，为$英伟达 (NVDA.US)$H200、AMD MI325X等产品的出口在法律上打开了空间。【英伟达两连阳，大家看好英伟达后续涨势吗？现在是否是上车好时机？】

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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。

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