全部盈利大头都被英伟_老虎社区_美港股上老虎

全部盈利大头都被英伟达台积电阿斯麦美光三星博通这些卖铲子赚走了，剩下毛线给AI公司盈利空间，竞争又那么激烈，用户又不是傻子

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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BartonBecky
02-24
BartonBecky
上游吃肉，AI喝汤，用户精得很！

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