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达哥最近故事讲得漂亮：Blackwell训的模型遥遥领先，Rubin把被TPU抢的地盘又拿了回来。股价跑输大盘，反倒让恐高的资金开始瞄上。继续看长牛 $英伟达(NVDA)$

H200芯片获批！英伟达能否突破$200？

路透独家：中国已批准首批英伟达（NVDA.US）H200人工智能芯片的进口。英伟达股价夜盘拉升，持续走高。【英伟达震荡已久，能否突破$200？】

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雁门关向东二万五千里
01-30 01:55
雁门关向东二万五千里
華街都在跑路了，先是甲骨文，然後微軟，英偉達更依賴open ai訂單，這次又投300億，根本沒錢回購股票，

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