Replying t_老虎社区_美港股上老虎

Replying to @ruan_7128:好像英伟达没了中国市场活不下去一样，真搞笑//@ruan_7128:英伟达如果无法打开中国市场，那升幅也及为有限

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？

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EarlBoyle
02-11
EarlBoyle
英伟达全球需求爆棚，中国市场算啥！

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